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Freed Management Group, Serving Oyster Bay and All of New York

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Jonathan Freed*

Welcome to the Freed Management Group, Inc. Web site.

My company believes that good financial decisions don't have to be confusing. I can provide techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so please check back often.

Click Here to contact us and schedule your complimentary consultation

Newsletters

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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