LINK TO OUR SERVICES
Wealth Management
& Financial Planning
Estate Law
Tax Preparation
& Planning
Real Estate
DISCOVER
Share your story
Identify your values, goals and dreams. We’ll review your statements and discuss any concerns.
DIAGNOSE
Can we add value?
After evaluating risk and fees in your current plan, we’ll help identify any potential pitfalls.
DEVELOP
Build a tailored plan.
We’ll help you develop a thoughtful, tax-efficient retirement strategy.
DELIVER
Review & Finalize.
We’ll review your financial strategy and new accounts, then talk about next steps.
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.
AS SEEN OR HEARD ON:
Need more info? Attend a workshop.
Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more...
Dinner Workshop
San Rafael Joes – San Rafael, CA
Dinner Workshop
San Rafael Joes – San Rafael, CA
Dinner Workshop
Perry’s – Larkspur, CA
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.
