Financial Planning

To us, comprehensive financial planning and wealth management means creating a strategic approach for combining various life goals alongside financial goals. At Liberty Wealth Strategies, we specialize in creating a long-term financial plan while maintaining short-term objectives. Once a plan is established, we deliver a high level of service to monitor our client’s progress by focusing on the specific objectives stated.

To our firm, it’s about more than just investing. It’s about fulfilling the dynamic needs of the families and businesses we serve. Our clients rely on us for more than just financial planning, investment management & insurance services. Listening to our clients closely, we use a holistic approach that allows us the opportunity to make referrals in other areas such as banking, estate planning and taxes.

We invite you to watch a brief video that explains the financial planning experience provided by using our software with MoneyGuidePro.