Friedland Financial Planning
About Friedland Financial Planning
Our mission is to help families plan for life with confidence in their financial and investment decisions. We provide independent strategic advice. We do not sell annuities, insurance or other financial products. We do not accept any fees or commissions for professio...nals or products we might recommend for you. We do not require that we manage your investments.
We now help employers evaluate pension plan options as well as meet their Fiducairy Responsibilities under ERISA.
To learn more, please visit us on the web at www.FriedlandFinancial.com.
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Updates & tips from Friedland Financial Planning
Free Road Map To Your Financial Goals
Find out for yourself. It is free and you just might learn something about yourself.
If you do not want us to contact you; just let us know in the comments. You will still get your own road map.
Just click here to start your journey.
Are you on track to meeting your financial goals? Find out for yourself. It is free and you just might learn something about yourself. If you do not want us to contact you; just let us know in the comments. You will still get your own road map. Just click... Read More
Being there for you
We have always had flexible hours; but now we have flexible hours in Rockville and Potomac.
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Are you saving enough for your financial goals?
Are you investment choices optimal and consistent with your risk tolerance?
We can help you to optimize your portfolio == and guess what, we do not sell any projects. Our only service is providing financial and investment advice.
Please visit us on the web at www.FriedlandFinancial.com
No minimums of any kind.
We can help you find stratagies to increase your savings/ Are you investment choices optimal and consistent with your risk tolerance? We can help you to optimize your portfolio == and guess what, we do not sell any projects. Our only service is providing financial an... Read More
Reviews
What a relief: Glad I did this
Concerned about the decisions we had made we finally went to see a financial planner. I was skeptical, I am now glad we did this. Robert told us that if we were not satisfied with the process we could stop and the cost would be the initial deposit. The process was fa...ntastic, it provided us with assurance and gave us a plan to help us move forward knowing that we were making the right moves. Robert helped us with our financial plan and our investments. He is very low key, smart, but was not judgmental The price was well worth it and I know he was completely honest with us since he does not earn a commission or referral fee. For example, he told us how much insurance we really needed, what kind and got us a price to use to shop around with. This was very helpful when we started talking to insurance agents since they were trying to sell us more than we needed. We are considering having him follow our investment choices. We plan on returning every couple of years for a check-up.
Thanks for accepting our invitation
We are glad to have a business conection with your company. Please visit our website www.signatureKAB.net
Thank you for accepting our invitation
We are glad to have another business connection and hope to do business with you in the future
Great Service
Thanks for all of your help.
