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Financial planning is no easy task and having a certified financial planner committed to understanding your short- and long-term goals can be crucial. Our specialists have years of experience collaborating with individuals and businesses to develop a variety of financial plans.
We not only work with you to develop formal plans. We review and suggest updates based on your changing circumstances to achieve your financial goals. Our comprehensive financial planning services include:
- Business valuations
- Cash management and budgeting
- Education funding for children
- Estate planning
- Investment planning
- Retirement planning
- Risk management and insurance
- Succession planning
- Structuring family-owned businesses
- Tax planning and preparation
Financial decisions can be extremely complex. Let the experienced financial planners of Gelman, Rosenberg & Freedman help you develop and execute a plan you will find satisfying. When you work with us, you can be assured you’ll be working with professionals dedicated to your success.
- Estate Planning
The administration of an estate can begin as a very personal endeavor but, without expert support from financial planning and tax specialists, can quickly become a complex and technical one. Gelman, Rosenberg & Freedman has decades of experience offering expert guidance in this arena. If you currently or soon anticipate becoming responsible for an estate, call our professionals.
PATH and PVS appreciate the hard work demonstrated by Steve Kelin and Wendy Roldan in completing the tax returns in a timely manner.
Patti Pearce | Associate Director of Finance