Friedman Financial Advisors, Inc. - Investments, Tax & Financial Planning

Friedman Financial Advisors is a full-service tax, investment and retirement services firm dedicated to helping our clients build wealth and protect their hard-earned assets.  Our firm is completely independent, so our loyalty belongs exclusively to our clients - not a parent company.

Friedman Financial Advisors created this web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance, taxes and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.  We urge you to explore the vast resources our website has to offer.

If you feel we can be of service, please contact Mark W. Friedman, CPA/PFS for a free initial consultation or portfolio review.

You can also find us on Twitter, LinkedIn and Facebook: 

 

If you are already a client, and would like to refer someone who you feel could benefit from the services we provide, please click on the "Tell A Friend" link to the right.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →