We can help you get

Retirement-Ready.

Let’s build a strategy to make your retirement dreams a reality.

Get to know
Our Team

Discover how we help individuals and families achieve their ideal retirements.

Learn More about us

A custom retirement plan

in 5 Steps

  • step-1

    DISCOVER

    Share your story
    Identify your values, goals and dreams. We’ll review your statements and discuss any concerns.

  • step-2

    DIAGNOSE

    Can we add value?

    After evaluating risk and fees in your current plan, we’ll help identify any potential pitfalls.
  • step-3

    DEVELOP

    Build a tailored plan.
    We’ll help you develop a thoughtful, tax-efficient retirement strategy.

  • step-4

    DELIVER

    Review & Finalize.
    We’ll review your financial strategy and new accounts, then talk about next steps.

  • step-5

    DEDICATE

    An ongoing relationship.

    We’re here for you whenever you need us, with periodic reviews, events and our financial concierge service.

Protect Your Assets with David Hollander

Get valuable information about financial, investment and retirement planning on the radio nationwide.

Listen Live
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Need more info? Attend a workshop.

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more...

June 30
Surviving Retirement
6:30 pm |

Dinner Workshop


The Winery Newport Beach, CA
Register

July 20
Retirement for Physicians
6:15 pm |

Dinner Workshop


Fleming’s Steakhouse
Register

July 28
Surviving Retirement
6:30 pm |

Dinner Workshop


Five Crowns Restaurant Corona Del Mar, CA
Register

August 4
Surviving Retirement
6:30 pm |

Dinner Workshop


Five Crowns Restaurant Corona Del Mar, CA
Register

News Articles

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Download the guide

Racing to Retirement - Retirement Income Planning Workbook

Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.

This workbook covers:

  • Visualizing your retirement by uncovering your goals and dreams for your retirement life.
  • Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
  • Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
 

Download Now!

Watch the webinar

Liberty Group proudly partnered with IndyCar driver Stefan Wilson, who ran the 105th Running of the Indianapolis 500 and joined the five-time Indy 500-winning Andretti Autosport team in 2021's race. Stefan joined us for a special webinar, Racing to Retirement: 3 Steps to Retirement Readiness. 

Watch the Webinar Here