171 Highway 98 West, Ste K
1001 3rd Ave West, Ste 430
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.
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.
We offer a variety of investment products and services 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” long term 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.
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.
Over the years we have had many clients tell us they have an "estate plan" in place. Come to find out it's twenty years old, prepared in another state, and does not accurately reflect their current situation, desires, or tax laws. An estate plan is not a one-time process, but one that needs to be monitored and adjusted over the years.
firstname.lastname@example.org | (850) 670-1253