Resources

Are you looking for answers about your current account status or retirement questions? As a trusted source for my clients, I offer useful websites and go-to sources of information to help you stay informed.

Client Account Access
CIRStatements
eMoney
403(b) Aspire

Frequently Asked Questions
Click here to access a comprehensive list of questions regarding retirement plans, annuities, fees, and taxes.

Resources for Educators and Public Employees
CalSTRS – California State Teachers’ Retirement System
CalPERS – California Public Employees’ Retirement System
403bCompare – a list of approved vendors in California school districts
Social Security – official website of the U.S. Social Security administration

If you have a friend or family member who may benefit from my services, please encourage them to review my website or click here to print off information about the benefits of working with Todd Freeman.

Sometimes the questions are complicated and the answers are simple. – Dr. Seuss

1601 El Camino Real, Suite 201 | Belmont, California 94002

Call: 650-595-1791 | Fax: 650-595-4317 | Todd@ToddLFreeman.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Todd L. Freeman are not affiliated. This communication is strictly intended for individuals residing in the states of CA, MA, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Todd L. Freeman makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.

Todd L Freeman