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

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.

Logos-for-Radio2

Need more info? Attend a workshop.

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

December 7
Tax-Smart Retirement (Wait List)
6:15 pm |

Dinner Workshop


Ruth’s Chris Steak House – Palm Desert, CA

Tax-Deferred vs. Tax-Free: Knowing the Difference

By Marissa Barnhill | December 1, 2023

Improving Financial Literacy in Your 30s: A Decade of Smart Money Moves

By Marissa Barnhill | November 24, 2023

What Is a Living Trust and Why You Should Have One

By Amanda McFarlane | November 17, 2023

Introduction to Retirement Taxation

By Marissa Barnhill | November 17, 2023

What Is Financial Risk Tolerance?

By Amanda McFarlane | November 14, 2023

What Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan

By Amanda McFarlane | November 14, 2023

What Is Blockchain Technology?

By Amanda McFarlane | November 14, 2023

What Is Cryptocurrency?

By Amanda McFarlane | November 14, 2023

Introduction to Sustainable Investing

By Amanda McFarlane | November 14, 2023

Introduction to Investing for Retirement: Types of Asset Classes and Retirement Plans

By Amanda McFarlane | November 14, 2023

Inflation: What It Is and Why You Should Care

By Amanda McFarlane | November 14, 2023

What Is an Immediate Annuity?

By Amanda McFarlane | November 14, 2023

You’re Young, So What? 7 Crucial Tips for Young People Beginning Their Financial Journey

By Liberty Group, LLC | November 14, 2023

What Is a Deferred Annuity?

By Amanda McFarlane | November 14, 2023

What Is a Fixed Annuity?

By Amanda McFarlane | November 14, 2023

What Is a Variable Annuity?

By Amanda McFarlane | November 14, 2023

Thinking of Selling Your Investment Property? Consider a 1031 Exchange

By Felicia del Junco | November 14, 2023

Debit Versus Credit for Beginners: Benefits and Disadvantages

By Liberty Group, LLC | November 14, 2023

How to Avoid Emotional Investing

By Amanda McFarlane | November 14, 2023

Reverse Mortgages: What They Are and If They’re Right for You

By Amanda McFarlane | November 14, 2023

What Are Advance Healthcare Directives and Why Do I Need Them?

By Amanda McFarlane | November 14, 2023

How Retirees and Pre-Retirees Can Hedge Against Inflation

By Amanda McFarlane | November 14, 2023

Guide to 529 Plans

By Amanda McFarlane | November 14, 2023

The 4% Withdrawal Rule in Retirement: Is It a Bad Idea?

By Amanda McFarlane | November 14, 2023

Required Minimum Distribution: What It Is and How to Calculate It

By Amanda McFarlane | November 14, 2023

Diversification: What It Is and Why It Matters to Your Portfolio—and Financial Future

By Amanda McFarlane | November 14, 2023

Find Your Perfect Sunset: Comparing Our Top Picks for Southern California Retirement Destinations

By Amanda McFarlane | November 10, 2023

Deciding on a Northern California Retirement: Exploring Our Two Top Destinations

By Amanda McFarlane | November 3, 2023

The Ultimate Guide to Financial Literacy in Your 20s

By Amanda McFarlane | October 27, 2023

How Much Money Do You Need to Retire?

By Marissa Barnhill | October 20, 2023