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.

LINK TO OUR SERVICES

Wealth Management
& Financial Planning

Estate Law

Tax Preparation
& Planning

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Real Estate
COMING SOON!

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.

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.

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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...

October 17
Tax-Smart Retirement
6:15 pm |

Dinner Workshop


The Hideout Kitchen – Lafayette, CA

October 17
Tax-Smart Retirement
6:15 pm |

Dinner Workshop


The Winery Newport Beach, CA

October 24
Guiding Your Retirement Decisions: Strategies Focused on Tax Minimization and Risk Management
6:30 pm |

Dinner Workshop


Perry’s – Larkspur, CA

November 7
Guiding Your Retirement Decisions: Strategies Focused on Tax Minimization and Risk Management
6:30 pm |

Dinner Workshop


Perry’s – Larkspur, CA

Protect Your Assets with David Hollander

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

Radio-Logos

How Behavioral Finance Can Improve Your Retirement Planning

By Marissa Barnhill | October 11, 2024

How to Stay on Course with Your Financial Plan

By Marissa Barnhill | October 4, 2024

The Role of Life Insurance in Business Succession Planning for Entrepreneurs

By Marissa Barnhill | September 27, 2024

How Life Insurance Can Help Protect Your Retirement Savings 

By Marissa Barnhill | September 20, 2024

Top Life Insurance Myths Debunked: What to Know

By Marissa Barnhill | September 13, 2024

The Top Investment Mistake That Could Cost You a Lot Over Your Lifetime 

By Amanda McFarlane | September 6, 2024

Rising Costs in Retirement: 5 Expenses to Consider Planning For

By Marissa Barnhill | August 30, 2024

5 Ways Taxes Can Rise in Retirement

By Amanda McFarlane | August 23, 2024

Steps to Take If You’ve Just Inherited Money

By Amanda McFarlane | August 16, 2024

How Elections Can Impact Your Retirement Savings

By Marissa Barnhill | August 9, 2024

Washington’s Debate: The Future of Retirement Account Taxation

By Marissa Barnhill | August 2, 2024

Future-Proofing Your Retirement: Navigating Tax Changes

By Marissa Barnhill | July 26, 2024

7 Must-Ask Questions for a Tax-Smart Retirement

By Marissa Barnhill | July 19, 2024

10 Tips to Help Make Your Money Last in Retirement

By Amanda McFarlane | July 12, 2024

Private Banking vs. Wealth Management: Key Differences Explained

By Marissa Barnhill | July 5, 2024

Financial Independence vs. Financial Freedom: What’s the Difference?

By Amanda McFarlane | June 28, 2024

Who Are High-Net-Worth Individuals?

By Marissa Barnhill | June 21, 2024

Venture Capital and Angel Investing: Opportunities for High-Net-Worth Individuals

By Marissa Barnhill | June 14, 2024

How High Earners Can Wisely Use Their Tax Refunds for Investment, Retirement, and Philanthropy

By Amanda McFarlane | June 7, 2024

Understanding Legislative Risk: What It Means for Your Retirement

By Marissa Barnhill | May 31, 2024

What Are Alternative Investments?

By Marissa Barnhill | May 24, 2024

How to Plan a Summer Vacation on a Budget

By Marissa Barnhill | May 17, 2024

Health Savings Accounts and Their Tax Perks

By Amanda McFarlane | May 10, 2024

Roth Conversion Ladders Explained: What You Need to Know for Tax-Free Growth

By Marissa Barnhill | May 3, 2024

The Role of Life Insurance in Estate Planning for Retirees in California

By Amanda McFarlane | April 26, 2024

Navigating the Complexities of Advanced Estate Planning

By Marissa Barnhill | April 19, 2024

Your Legacy, Your Terms: A Beginner’s Guide to Estate Planning

By Marissa Barnhill | April 12, 2024

Leaving a Legacy: How to Plan Your Charitable Giving in Retirement

By Marissa Barnhill | April 5, 2024

Navigating Retirement Choices: Should You Opt for a Lump Sum Pension Withdrawal?

By Marissa Barnhill | March 29, 2024

Understanding Internal Rate of Return in Investment Decisions: A Comprehensive Guide for Individual Investors

By Marissa Barnhill | March 22, 2024