11-21-2024 Dollars and Sense, How To Get Better Value From the Fee You Pay

2024-11-21

What is the difference between working with Freedman Financial versus one of the national investment management companies? In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one of its clients. Instead of just focusing on investment management for a specific fee, they look at every aspect of their client’s financial plan, helping craft unique portfolios and relationships for each person and family they serve. A full complement of Dollars & Sense broad...

What is the difference between working with Freedman Financial versus one of the national investment management companies?

In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one of its clients. Instead of just focusing on investment management for a specific fee, they look at every aspect of their client’s financial plan, helping craft unique portfolios and relationships for each person and family they serve.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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