Personal Financial Planning

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.

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