Ed Friedman, CLU®, CFP®

Financial Advisor

News

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

Life Insurance Policy Loans: What You Need to Know

If you own permanent life insurance and are thinking about taking a policy loan or already have one, here are four things you need to know.

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

 

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