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Services

Client Centered

Friedman Wealth Management, LLC specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – we can help. Our firm educates our clients about financial concepts and services, which helps take the mystery out of investing, retirement & estate planning, income tax minimization, and wealth preservation.

We understand the many challenges of retirement today and 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.

Free initial consultations, second opinions, or investment reviews.

Services Provided:

Comprehensive Financial Planning

At Friedman Wealth Management our holistic approach to planning begins with understanding your unique personal and financial situation. From there we work with you to develop a plan based on your needs by making recommendations, implementing the plan, and monitoring/adjusting the plan over future years as your circumstances change.

Investments

We offer a variety of investment products to fit your financial goals and risk tolerance. Our goal is to help you build and manage your portfolio whether that be through mutual funds, stocks, exchange traded funds, bonds, real estate investment trusts, or utilization of institutional money managers. As a CPA, we also take the tax ramifications of investment decisions very seriously, and act to try and minimize the taxes you pay on your investment income.

Fee-Based Asset Management

Our fee-based asset management models allow for our compensation and your objectives to always remain in alignment. Therefore, we have a “holistic” approach to working together, as opposed to “transactional”.

Tax Reduction Strategies

As they say, “it’s not how much you earn, but how much you keep”. As a CPA for twenty-five years, I am well positioned to assist with all aspects of your income tax situation. That not only means tax planning and preparation, but also tax reductions strategies including minimizing dividend, interest, and capital gain taxability in your investment portfolio.

Retirement Planning

After working hard for many years to accumulate assets and secure a comfortable retirement, you may be asking “Now what?”, or “Will I run out of money?”. Our firm is well suited to help you transition into the next chapter of your life by formulated and maintaining a successful retirement plan.



For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mark@friedmanwealth.com |  (850) 670-1253