Personal Financial Planning

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.

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.

We also play an integral role in interviewing and hiring of other key professionals, including brokers, attorneys and insurance specialists.

Two people working on financial documents, with charts and a calculator on a wooden table, in a well-lit office setting.

Personal Financial Planning

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