A Journey Shared
How Rick Found Clarity and Confidence in His Retirement Plan
When you work with Liberty Group, you’re not just getting a plan—you’re starting a long-term partnership built around your goals. In this video, our founder David Hollander explains what to expect when you engage with our team: from a short questionnaire and document review to a personalized, thoughtful discussion about where you are and where you want to go.
If we spot opportunities, we’ll offer clear recommendations—no pressure, just insights. And once you become a client, we’ll create a comprehensive plan you can access online, with regular check-ins throughout the year to stay aligned with your life, the markets, and potential tax changes.
Disclosure:Â These clients of Liberty Group are not being compensated for sharing their opinion and 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' comments and experience may not be representative of any other person's experience with the firm.
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