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EZ Tracker 401K
Wealth Management

We provide personalized financial solutions to help EZTracker 401K integration clients achieve their retirement goals with confidence.

EZ Tracker clients integrated with Friedenthal Financial
EZ tracker 401k integration

Tailored Investments for You

We provide personalized financial solutions to help EZTracker 401K integration clients achieve their retirement goals with confidence.

Your Goals

Tailored strategies to manage your own 401k effectively, empowering you to achieve superior long-term results.

Financial Planning

Holistic financial planning that integrates EZTracker's expert insights, helping you navigate and optimize your retirement investments.

Communication

Transparent communication and expert guidance from Friedenthal Financial and EZTracker, ensuring you have the information needed to make informed 401k decisions.

Long-term Partnership

Building a lasting partnership focused on your financial future, with ongoing support and tailored strategies to meet your evolving retirement needs.

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$
M
Assets Under Management

The total funds clients actively hold at Friedenthal Financial.

+
Clients Served

The number of clients that trust us to manage their financial futures.

+
Years Investing

The amount of combined years of experience our investment experts have.

EZ Tracker clients enjoy open and honest communication with Friedenthal Financial

We're Open and Honest in Our Client Communication

At Friedenthal Financial, we understand the importance of taking control of your own 401k with EZ-Tracker. We prioritize clear and honest communication, empowering you with expert information to make informed decisions about your retirement. Our collaboration ensures you feel confident and informed every step of the way, guiding you towards superior long-term results.

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We Use Technology to Enhance Your Experience

We integrate advanced tools at Friedenthal Financial to streamline your experience with EZ-Tracker's 401k solutions. Our goal is to enhance efficiency and transparency, offering seamless management of your retirement investments tailored to your specific financial goals and preferences.

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Technology-enhanced wealth management for flight attendants and airline crew
COMPREHENSIVE SERVICES

Portfolio Management

Enjoy these excellent investment services when you choose portfolio management at Friedenthal Financial

Risk Assessment
Outside Asset & Liability Advice
Generational Planning
Retirement Planning
Holistic Portfolio Management

We use the Tolerisk® Risk Tolerance Assessment to determine the appropriate investment risk level, considering both your ability and willingness to take risks.

  • Comprehensive evaluation of your ability and willingness to take investment risks, with a focus on anticipated cash flows and personality traits.
  • Customized, quantifiable risk benchmark to guide your investment strategy.
  • Regular updates to adapt to changes in your financial life.
  • Insights into your probability of financial longevity and how to increase the probability of success.

At Friedenthal Financial, we provide comprehensive advice on outside assets and liabilities to help you achieve your financial goals.

  • In-depth evaluation of your existing assets and liabilities, even those managed by other advisors.
  • Tailored strategies to complement and integrate with your current financial situation.
  • Collaborative approach to ensure all assets and liabilities are working efficiently for you.
  • Ongoing reviews and adjustments to adapt to changes in your financial landscape.

Our generational planning services work to build your future generation's financial success.

  • Comprehensive trust and estate management to secure your family's future.
  • Guidance and education for your next generation on efficient money management.
  • Facilitation of conversations about wealth and financial planning with your heirs.
  • Tailored strategies to ensure your legacy is preserved and enhanced for future generations.

Our retirement planning services are designed to help you achieve a secure and fulfilling retirement. We work closely with you to create a comprehensive plan that aligns with your goals and lifestyle.

  • Personalized retirement plans tailored to your specific goals and needs.
  • Planning strategies to improve financial longevity and maximize retirement success.
  • Ongoing adjustments to ensure your plan remains aligned with your evolving circumstances.
  • Expert advice on Social Security, Pensions, and other retirement benefits.

The Friedenthal Financial holistic portfolio management approach ensures your entire financial picture is considered for optimal money management.

  • Comprehensive analysis of your financial assets and liabilities.
  • Integrated strategies that align with your overall financial goals and lifestyle.
  • Continuous monitoring and adjustments to maintain alignment with your evolving financial situation.
  • Coordination with separately held assets to ensure a cohesive approach to managing your wealth.
OUR PROCESS

You Maintain Control Of Your Money

Discovery
Risk Assessment
Recommendations
Implementation
Portfolio Management

Discovery

It all begins with a conversation. We'll work with you and take the time to fully understand your investment needs and objectives so we can best match you with our services that will be most beneficial.

Risk Tolerance Assessment

We conduct an in-depth, proprietary assessment of both your ability and your willingness to take investment risk using an industry leading tool, Tolerisk®. We carefully examine many contributing variables related to your anticipated cash-flows and personality, so you can better understand what is driving your risk tolerance: now and in the future. The results a quantifiable and measurable risk directive. While, ultimately, it is your decision as to how much risk to take in your investments, we are here to provide insight and guidance to help you make the best decision possible.  

Recommendations

Based on your needs, tax status, account types, experience, and personality, we will recommend either a Tactical Asset Allocation (dynamic) or a Strategic Asset Allocation (static) that is consistent with your specific risk tolerance and objectives. (If we feel we are not the best fit for each other, we will even refer you to another investment professional who can better serve your needs.)

Implementation

We’ll be with you every step of the way. From the first account application to the transfer of assets, and on to the first transaction in your account, we will handle everything.

Portfolio Management

Your portfolio will be monitored on a daily basis to ensure it continues to meet your directive. Any portfolio we create will always be liquid and transparent. This flexibility is most useful as your needs change, or as market conditions warrant revisions in your portfolio.

Why Us?

Bringing Wall-Street Risk Management to Main Street

Choosing the right organization to manage your assets is crucial, here's where Friedenthal Financial stands apart from others.

  • We specialize exclusively in wealth management, free from conflicts of interest such as underwriting securities or selling insurance products.
  • As a Registered Investment Advisor (RIA) we are legally obligated to always act in your best interests, ensuring transparency and integrity.
  • Utilizing the revolutionary Tolerisk® Risk Tolerance Assessment, we tailor your investment strategy to your ability and willingness to take risks.
  • Our team brings decades of institutional risk management experience, overseeing portfolios with meticulous care.
Our People

Meet Your Personal Success Team of Investment Professionals

Mark Friedenthal
President
Ryan Wheeler, CFA
Chief Investment Officer
Claudia Saia, CFA
Director of Operations and Client Services
Charlie Sinha
Junior Portfolio Manager
More Experts
contact our team

Thanks for your interest. How can we help?

Get in touch with our team of investment professionals to accelerate your financial success today.

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