Herman Freitag, CFP®

Herman is a Wealth Advisor with CI Brightworth. He graduated with a degree in Marketing and a master's degree in Business Administration from the University of New Orleans.

Blog Post by Herman Freitag, CFP®

Herman Freitag, CFP® Feb 24, 2023 9:38:36 AM 5 min read

SECURE Act 2.0 for Small Business Owners and Retirees

The SECURE Act 2.0 was officially signed into law on December 29th, 2022. Within the new ...

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Herman Freitag, CFP® Nov 7, 2022 2:17:58 PM 5 min read

Three Considerations For Your Cash Balance Plan With Stocks Down For The Year

Investors are experiencing the worst and most prolonged market downturn since the global ...

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