Our Process

At Friedman Financial Advisors our goal is to help you plan for financial security.  Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process we follow in completing a total financial strategy consists of:

1.  Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, risk tolerance, and time horizon.

2.  Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and

3. Implementing the plan through numerious investment products and solutions.

4.  Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.