I would highly recommend Beth Freudenburg as a personal financial advisor. Being the parent of an adult with special needs, makes navigating the “financial waters” significantly more difficult. Planning for our retirement years, as well as setting up a plan for our daughter is an overwhelming task to say the least. Beth really took the time to understand our needs and worked tirelessly to meet the uniqueness of our family. She can take a complicated insurance plan, investment idea etc. and explain it in words I can understand. She is passionate for families and in assisting them in preparing for their futures. We feel so blessed to have found Beth!  

The way in which Beth provides her expertise is the most impressive. She has a deeply caring demeanor and her experience in helping families to plan for their future needs makes for a personal relationship that goes beyond planning and executing strategy. Her clients are always grateful for her insight and attention to detail. Beth really cares and it shows.

“We value you in so many ways--really smart, caring, and I could go on and on!"

“Thank you for helping us see just how much we can do with our money beyond what we believed. We found ways to support our daughter as we wished. We really didn’t believe it was possible and are so grateful to you for your help.”