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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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

    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.

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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...

May 30
Tax-Smart Retirement
5:30 pm |

Dinner Workshop


Ruth’s Chris Steak House – Palm Desert, CA

June 12
Tax-Smart Retirement
5:30 pm |

Dinner Workshop


The Hideout Kitchen – Lafayette, CA

June 27
Tax-Smart Retirement
5:30 pm |

Dinner Workshop


The Hideout Kitchen – Lafayette, CA

June 27
Tax-Smart Retirement
6:15 pm |

Dinner Workshop


The Winery Newport Beach, CA

July 11
Tax-Smart Retirement
6:15 pm |

Dinner Workshop


The Winery Newport Beach, CA

July 17
Tax-Smart Retirement
5:45 pm |

Dinner Workshop


Fleming’s Steakhouse

July 18
Tax-Smart Retirement
6:15 pm |

Dinner Workshop


Perry’s – Larkspur, CA

July 24
Tax-Smart Retirement
5:45 pm |

Dinner Workshop


Fleming’s Steakhouse

July 25
Tax-Smart Retirement
6:15 pm |

Dinner Workshop


Perry’s – Larkspur, CA

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