Womens Financial

Who We Are

Liberty Financial Group, Inc. is a fee-only financial planning firm dedicated to providing personalized guidance and support to individuals and families seeking to achieve their financial goals. Since our inception in 1981, we have prided ourselves on our commitment to transparency, integrity, and a client-centric approach.

At Liberty Financial Group, we understand that financial planning is deeply interwoven with life itself. It's not simply about managing investments or saving for retirement; it's about navigating the complexities of life's milestones, protecting your loved ones, and ensuring financial security for the future.

Our Services

We offer a comprehensive suite of financial planning services meticulously tailored to meet the unique needs of each client. Our commitment is to provide personalized solutions that address your specific aspirations and concerns. Our services encompass:

• Retirement Planning: Retirement planning is a cornerstone of our practice. We work closely with individuals at various life stages, from those just beginning their careers to those nearing retirement, to develop comprehensive strategies for securing a comfortable and fulfilling future. We analyze your income, expenses, savings, and investment portfolio to project your retirement income needs and create a roadmap for achieving your retirement goals.

• Financial Life Planning: We recognize that financial planning extends far beyond retirement. Our Financial Life Planning services encompass a holistic approach, considering all aspects of your financial well-being, including your current financial situation, your goals for the future, your risk tolerance, and your values.

• Investment Management: Our investment management services are designed to help you grow and preserve your wealth over the long term. We utilize time-tested investment strategies and a disciplined approach to portfolio construction to align your investments with your financial goals and risk tolerance.

• Tax Planning: Tax planning is an integral part of our financial planning process. We work with you to identify tax-efficient strategies that can minimize your tax liabilities and maximize your after-tax returns.

• Estate Planning: We understand the importance of protecting your loved ones and ensuring your assets are distributed according to your wishes. Our estate planning services include the creation of wills, trusts, and power of attorney documents to safeguard your legacy.

Our Philosophy

At Liberty Financial Group, our guiding principles are knowledge, integrity, and common sense.

• Knowledge: We are committed to staying abreast of the ever-evolving financial landscape and providing you with the most informed and insightful advice. We rely on extensive research, industry expertise, and ongoing professional development to ensure that our recommendations are sound and up-to-date.
• Integrity: We believe that building lasting relationships with our clients is based on trust and transparency. We always act in your best interests and provide honest, objective advice, free from any conflicts of interest.

• Common Sense: While we recognize the importance of financial sophistication, we believe that sound financial planning should be accessible and understandable. We strive to explain complex financial concepts in a clear and concise manner, empowering you to make informed decisions about your financial future.

Client-Focused Approach

We believe that every client deserves personalized attention and a collaborative approach to financial planning. We take the time to understand your unique circumstances, goals, and values. We actively listen to your concerns and work together to develop a financial plan that aligns with your vision for the future.