For Individuals
Different plans for different needs
Comprehensive or focused: the choice is yours. You may want a comprehensive financial plan that covers every aspect of your financial life, with ongoing consultation. You may only want strategies to reach a specific goal. Or you may need assistance in sorting out how best to finance that goal.
Regardless, we’ll meet by phone or in person, analyze your goals and objectives, and then bundle those goals into a project with a fixed project price. We will work with you until the project is complete. There is no charge for this initial meeting.
Are you saving enough?
Your financial plan begins with savings. The hardest part of any financial plan is ensuring that your savings match your financial goals. We can help you organize an effective savings strategy, whether you have one financial goal or many. We will also work with you to ensure that those hard earned savings are protected.
Unbiased, independent strategic financial advice
At Friedland Financial we provide unbiased, independent strategic financial advice based on your goals, your preferences, and your needs. We help you:
- Know whether or not you are on track for any or all of your financial goals.
- Know whether or not you need insurance, how much and what types.
- Know how to finance college without sacrificing financial independence.
- Know how to finance retirement without outliving one’s savings.
- Know how to minimize costs, including taxes, and know when to seek the expertise of other professionals, such as estate attorneys, tax attorneys, and CPAs.
