We help build and actively manage customized investment portfolios that are designed to assist our clients in meeting their financial goals and objectives. Our focus includes tax efficiencies and fee minimization and transparency. Our risk management focus includes providing the full range of life, disability, critical illness and long-term care insurances as well as complete group benefits solutions.
Our holistic approach to financial advice includes the preparation of customized financial plans for our clients that provides them with the roadmap to their achieving their financial goals and objectives. Freedman Kruss & Associates is a relationship-based wealth management firm with a team of professionals that provide personalized, common sense planning and "concierge level" service to our clients.
Our holistic approach to financial advice includes the preparation of customized financial plans for our clients that provides them with the roadmap to their achieving their financial goals and objectives. Freedman Kruss & Associates is a relationship-based wealth management firm with a team of professionals that provide personalized, common sense planning and "concierge level" service to our clients.
Services
We want to be your "personal CFO" and help plan, manage, grow and protect your financial affairs. Freedman Kruss & Associates is a relationship-based wealth management firm with a team of professionals that provide personalized, common sense planning and "concierge level" service to our clients. We have helped all of our clients organize their financial affairs and get themselves On Track to achieve their financial and lifestyle goals.
We assist you in achieving your financial independence through our On Track process that covers both your Business and your Personal Financial situation. Each client will have their own personalized On Track program. How much money do I need for retirement? This is the most common question any financial advisor will hear.
Our strict due diligence process guarantees that some of the leading portfolio managers from around the world are working for our clients. Each portfolio manager is selected and evaluated according to strict principles and monitored on an ongoing basis to ensure optimal performance. We identify and integrate the portfolio managers who have shown a consistent ability to outperform their benchmarks.
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