Our Services

Financial Solutions For Today. And Tomorrow.

Client Needs Analysis

  • Retirement
  • Social Security
  • College

Retirement Planning:

  • Defined Contribution Plans:
    • 401(k), 403(b), Profit sharing Plans
  • Simplified Employee Pension (SEP IRA)
  • Savings Incentive Match Plan for Employees Individual Retirement Account (SIMPLE IRA)

Insurance Planning:

  • Personal Life Insurance
  • Business Insurance
  • Disability Coverage
  • Long-Term Care Planning

Investment Strategies:

  • Investment Advisory Accounts
  • Mutual Funds
  • Annuities

Your Financial House

Preparing for your financial future is like building a well structured house. You must have a solid foundation to stand on, and every level is responsible for supporting the next. I can help you build a strong financial house that is best suited for you, your family, and your business. Here are ways I can support your needs: 

Your business is a success...

But is there still a piece missing?

Growing a successful business is a difficult but very rewarding endeavor. Much time is spent on making important decisions regarding equipment, staffing and personnel issues while finding new customers and keeping current ones satisfied. The lack of a customized financial strategy that fits your business could be the missing piece that completes your strategy and helps protect what you have successfully built.

Be assured all the pieces are in place.


Ask Yourself:

  • Have I maximized our retirement program opportunities?
  • Is the employee benefit program up-to-date?
  • Am I satisfied with my personal financial strategy?
  • What is my exit strategy?
  • What happens if my partner or key employee leaves?

Business Planning

Our staff of experienced benefits professionals can develop benefits programs that make sense for your company and your employees. We have specialists in many lines of employee benefits, with the experience and know how to help keep your programs running smoothly and assist you in keeping your employees happy. Frydman Asset Management has experience in a wide variety of plans and lines of coverage, including:

  • Business Continuation Planning
  • Business Insurance Planning
  • Group Life Insurance
  • Group Long-Term Care
  • Key Employee Benefits
  • 401(k), 403(b), Pension, and Profit Sharing
  • Short/Long Term Disability Income Insurance