Business Details
28 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 1998, Freya Financial Services has built a reputation on integrity, personalized service, and a holistic approach to financial planning. With over 30 years of industry experience, our team specializes in creating tailored financial life plans that address the unique needs of individuals, couples, retirees, and those navigating life transitions. Our fiduciary commitment ensures every recommendation prioritizes client interests, integrating investment management, retirement planning, tax strategies, and estate planning.We emphasize transparency, education, and long-term partnerships, empowering clients to make informed decisions aligned with their values and goals. Recognized for expertise through certifications like CFP and RLP, we combine professional rigor with a personal touch, fostering trust and confidence in every client relationship.
Services
Financial Life Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Insurance Review
Education Planning
Home Ownership Guidance
Details
- Year established: 1998
Highlights and features
- 30+ years of personalized financial planning expertise
- Fiduciary commitment to prioritize client interests
- Holistic approach addressing all aspects of financial life
- Specialized services for life transitions and retirement
- Recognized credentials including CFP and RLP certifications
Associations and certifications
- CFP Board
- Registered Life Planner
- Commonwealth of Massachusetts (Registered Investment Advisor)
Services
Financial Life Planning
Our financial life planning process connects personal goals with financial strategies through cash flow analysis, net worth assessments, and risk management. We address retirement, education, and estate planning while considering tax implications. This comprehensive approach helps clients create actionable roadmaps for long-term financial security.
Investment Management
We develop customized investment strategies aligned with client risk tolerance and financial goals. Our process includes asset allocation, portfolio selection, and annual rebalancing. We focus on balancing growth potential with capital preservation while leveraging compounding returns for long-term wealth accumulation.
Retirement Planning
Our retirement planning service analyzes income needs, Social Security optimization, and withdrawal strategies from retirement accounts. We create personalized plans addressing pension decisions, tax-efficient distributions, and sustainable income streams to ensure financial confidence during retirement years.
Estate Planning
We help clients organize their financial legacy through estate planning guidance. This includes documenting asset distribution preferences, coordinating with estate attorneys, and developing strategies to minimize tax burdens while ensuring assets pass according to client wishes.
Tax Planning
Our tax planning service identifies opportunities for tax efficiency through investment strategies and coordination with CPAs. We focus on optimizing tax benefits, managing taxable income, and implementing strategies that align with overall financial objectives while maintaining compliance.
People
Linda C. Nelson
Founder & Financial Advisor
With over 30 years of experience, Linda founded Freya Financial Services in 1998 after working at E.F. Hutton & Co. A CFP and RLP professional, she teaches financial planning at Suffolk University and has received industry leadership recognition from the Financial Planning Association.
Questions
What services does Freya Financial Services offer?
We provide financial life planning, investment management, retirement planning, estate planning, tax strategies, insurance reviews, and guidance for home ownership or education planning.
How does Freya Financial approach financial planning?
We use a holistic, client-centered method that integrates cash flow analysis, risk assessment, and personalized goal setting to create comprehensive financial roadmaps.
Who are Freya Financial's typical clients?
We work with individuals, couples, retirees, and those experiencing life transitions like divorce, job loss, or inheritance.
Are you a fiduciary financial advisor?
Yes, we operate under strict fiduciary standards, always placing client interests above our own in every recommendation and decision.
How are Freya Financial's services priced?
We are a fee-only advisory firm, charging transparent fees for financial planning and investment management services without commissions or hidden costs.
