It’s the holiday season and a lot of us will Read more →
See More: Services
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.
When selecting an auditor, the Council on Social Work Education sought a firm that could bring the greatest technical expertise to our organization. I remember my first meeting with Terri McKnight. As a new Executive Director, I felt very confident that she and Gelman, Rosenberg & Freedman had a handle on the nonprofit industry and could help us make better financial decisions for our environment.
Dr. Julia Watkins | Executive Director
Council on Social Work Education