It’s personal
Frendel, Brown & Weissman has been helping entrepreneurs, executives, professionals and individuals navigate complex financial decisions that will help ensure their financial well-being. Our personal financial planning team works closely with clients to help manage risk, save, or defer taxes and preserve wealth by creating a customized, complete financial plan, including:
- Cash flow planning
- Risk management
- Income tax planning
- Employee benefits
- Investments
- Retirement planning
- Estate planning
We also play an integral role in interviewing and hiring of other key professionals, including brokers, attorneys and insurance specialists.