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Starting Your Journey

Sometimes The Toughest Part Is Simply Getting Started

Sometimes The Toughest Part Is Simply Getting Started

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. That's where Friedman Financial comes in. Whether you are just starting out with your first job, or you’re getting ready to welcome a new addition to your family, our team will be there to get you started and keep you focused. We specialize in helping individuals develop sound financial planning strategies. We offer personalized, hands-on service and educate our clients about financial concepts and products. We strive to take the mystery out of managing your investments and preserving wealth.

We are happy to provide advice tailored specifically to your situation and how you visualize your financial picture in the future. When we have insight into what excites you most about your financial goals – and areas where you have the most concern – allows us to work through the issues and focus more on your personal milestones.

If you are ready to take the first steps towards pursuing each and every one of your financial goals so that you can live the life you deserve, please feel free to contact us and set up a discovery meeting with us so that we can begin to chart your course towards your success.

Focused On Your Future

Leading You Across Smooth Waters

Leading You Across Smooth Waters

You are in charge of determining how you sail into your financial future – but you won’t be without a first mate. We at Friedman Financial are here to help you through all aspects of the voyage, regardless of whether the sailing is smooth or if the waters turn rough. We know how important it is to you for us to be available and visible, and as a result, we are constantly seeking to ensure that you get your questions answered. Our main goal is to help you continue to feel comfortable with the journey toward your financial future.

As an independent firm, we are committed to offering professional and independent advice when it comes to developing your personalized financial plan. Together, we can help you develop a clear, solid vision for your financial future, and from there we can work with you to help you reach that vision. Please feel free to take a look at our process to get an understanding of what those steps would look like so that you can determine whether or not we are the right fit for you.

Transitioning Into Retirement

Live Out The Retirement You Deserve

Live Out The Retirement You Deserve

Being financially prepared to transition into retirement is important because it offers you the opportunity to have the resources you need to live confidently in your golden years. It can also give you the freedom to make choices about how you want to spend your time and the confidence to face any obstacles or challenges that may come your way. By planning ahead and saving for the future, you can have the confidence you need in knowing that you have the financial stability to live out the retirement you’ve been dreaming of.

There are several steps that you can take to ensure that your transition into retirement is as seamless as possible. These can include:

- Determining how much income you will need in retirement.
Take into account your expected expenses, any debts you may have, and any sources of income you will have in retirement, such as Social Security or a pension.

- Making a budget.
Once you have an idea of how much income you will need, create a budget that properly outlines your expected expenses in retirement.

- Reviewing and adjusting your investments.
Look at your current investment portfolio and consider if it is properly diversified and aligned with your retirement goals.

- Determining if you need to save more.
If you do not believe that you have saved enough for retirement, consider ways to boost your savings, such as increasing your contributions to your 401(k) or your IRA.

- Consider downsizing.
If you own a home, you may want to consider downsizing to a smaller property or one that requires less maintenance. This can help reduce your expenses in retirement.

- Creating a retirement income plan.
Once you have a sense of your expenses and income in retirement, create a plan for how you will generate more income in retirement. This could include a combination of Social Security, pension, and withdrawals from your retirement accounts.

If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We understand the many challenges of retirement today, and we know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being in your post- professional life, and we can help you set up and pursue each of the transition steps listed above so that you feel comfortable and confident in your financial future.

What Is Your Legacy?

Building Your Legacy

Building Your Legacy

The desire to leave a legacy may be the height of altruism, for it is a gift to the future, the benefit of which you may never witness nor ever feel its appreciation by others.

Despite the rewards that a legacy can bring, creating your legacy does not happen overnight, and it doesn’t come without a strategy and hard work. We can help you through the process of leaving a legacy that the next generation can benefit from for decades to come.

Have a Question About Our Process?

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