FreeMind Financial Advisory
FreeMind Financial Advisory
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    • Home
    • About
    • Clients
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  • Home
  • About
  • Clients
  • Services
  • Resources
  • Contact

Financial Consulting

Comprehensive financial consulting that delivers independent advice and recommendations for unique, one-off financial decisions or ongoing projects:

Insurance and annuity reviews

Outsourced corporate finance function

Business owner / decision maker advice

Financial statement preparation and analysis

Retirement plan contribution decisions (e.g., 401(k) or 403(b))

Roth conversion timing and minimizing lifetime tax burden

Retirement account rollovers

Other services

All Services

Financial Planning

Asset Management

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Asset Management

Financial Planning

Asset Management

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Financial Planning

Financial Planning

Financial Planning

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Estate Planning

Retirement Plan Services

Financial Planning

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Advisor Fee Reduction

Retirement Plan Services

Retirement Plan Services

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Retirement Plan Services

Retirement Plan Services

Retirement Plan Services

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We help individuals, families, and businesses secure their future.

Serving clients nationwide from Long Island, NY.

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