We can help you get


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.

A custom retirement plan

in 5 Steps

  • step-1


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

  • step-2


    Can we add value?

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


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

  • step-4


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

  • step-5


    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.

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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

July 20
Retirement for Physicians
6:15 pm |

Dinner Workshop

Fleming’s Steakhouse

July 28
Surviving Retirement
6:30 pm |

Dinner Workshop

Five Crowns Restaurant Corona Del Mar, CA

August 4
Surviving Retirement
6:30 pm |

Dinner Workshop

Five Crowns Restaurant Corona Del Mar, CA

News Articles


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.

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.