creating better retirements

One client at a time

We can help you get retirement-ready. Let’s build a strategy to make your retirement dreams a reality.

Disclosure: These clients of Liberty Group are not being compensated for sharing their experience with our firm. Due to Liberty Group's relationship with the testimonial providers material conflicts of interest may arise, including but not limited to a financial incentive to promote our firm, an affiliation or relationship with our firm, or preferential treatment. The testimonial providers may not be representative of any other person's experience with the firm.

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.

Logos for Radio (637 x 106 px) (3)

Need more info? Attend a workshop.

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

March 30
Tax-Smart Retirement
6:15 pm |

Dinner Workshop

Perry’s – Larkspur, CA

April 6
Tax-Smart Retirement
6:15 pm |

Dinner Workshop

Five Crowns Restaurant Corona Del Mar, CA

April 13
Tax-Smart Retirement
6:15 pm |

Dinner Workshop

The Cooperage American Grille – Lafayette, CA

April 20
Tax-Smart Retirement
6:15 pm |

Dinner Workshop

The Cooperage American Grille – Lafayette, 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.