Services

Friedman Financial Advisors is a financial services firm committed to helping clients achieve their financial goals.  We offer a wide range of services through INVEST, to individuals and business owners with an emphasis on the following:

Investment Advisory Services - Determining your asset allocation needs.  Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you reach and exceed your goals.  Building an appropriately allocated investment portfolio based on goals, risk tolerance, and objectives.

Tax Preparation and Planning - As a CPA, Mark offers over twenty years of experience in tax preparation and planning for individuals, corporations, non-profits, estates and trusts.

Retirement Planning - Making the most of your retirement income and assets.  Determining how much you need to retire comfortably.  Managing assets before and during retirement.

Estate Planning - Helping preserve your estate for your intended heirs.  Reducing exposure to estate taxes and probate costs.  Coordinating with tax and legal advisors.  Reviewing your wills and trusts.

Tax Management - Looking for ways to help reduce your current and future tax burden.

Risk Management - Reviewing existing life and disability insurance policies.  Recommending policy changes when appropriate.  Finding the best policy for your situation.