Financial Planning, Wealth Management, Estate & Tax Services in Walnut Creek, CA

We provide financial services, wealth management, and estate and tax services to individuals and families in Contra Costa County, including Walnut Creek, Lafayette, and other local communities.

Contact Our Walnut Creek Office

Visiting our Larkspur office? Designated parking is available behind the building, and street parking can be found nearby.

Bus stops make it convenient to reach us by public transportation. We recommend arriving a few minutes early to find parking.

If you need help with directions, feel free to call us at 415-229-9002.

1255 Treat Blvd, Suite 307, Walnut Creek, CA 94597

(510) 658-1880

retire@libertygroupllc.com

Larkspur Video Thumbnail for Location Page

Serving Clients in Contra Costa County

Founded in 1997, Liberty Group is an independent investment advisor serving pre-retirees and retirees to help achieve their dream retirements. Located in Walnut Creek, Liberty Group serves individuals and families throughout Northern California. In addition to investment services, wealth management, and financial planning, Liberty Group also offers estate planning and tax planning.

Not Ready to Decide? Join a Free Financial Workshop

Tax-Smart Retirement, February 5

February 5 @ 6:30 pm - 8:30 pm
Massimo Ristorante
1604 Locust St
Walnut Creek, CA 94596 United States

Tax-Smart Retirement, February 11

February 11 @ 6:30 pm - February 25 @ 8:30 pm
The Park Street Tavern
1901 Park Street
Alameda, CA 94501 United States

Tax-Smart Retirement, February 12

February 12 @ 6:30 pm - 8:30 pm
Piatti – Danville
100 Sycamore Valley Rd
Danville, CA 94526 United States

Tax-Smart Retirement, February 25

February 25 @ 6:30 pm - 8:30 pm
Piatti – Danville
100 Sycamore Valley Rd
Danville, CA 94526 United States

Tax-Smart Retirement, February 26

February 26 @ 6:30 pm - March 12 @ 8:30 pm
The Park Street Tavern
1901 Park Street
Alameda, CA 94501 United States

Personalized Financial Services for Individuals, Families & Retirees

Managing your finances, planning for retirement, and navigating estate and tax strategies requires thoughtful consideration. At Liberty Group in Walnut Creek, CA, we offer financial planning, wealth management, investment guidance, retirement planning, estate strategies, and tax planning tailored to the needs of individuals, families, and retirees across Northern California.

Financial & Retirement Planning

Key Services

Retirement Planning – Creating personalized plans for long-term financial stability.
Investment Management – Optimizing asset allocation for growth and preservation.
IRA & 401(k) Rollovers – Helping manage retirement account transitions.
Long-Term Care Planning – Planning for healthcare costs and elder care.
Risk Management – Identifying financial risks and asset protection strategies.

Wealth Management & Investment Strategies

Key Services

Personalized Portfolio Management – Tailored investment strategies.
Budgeting & Emergency Fund Planning –
Establishing a financial cushion.
Debt Management Strategies –
Helping clients manage financial obligations.
Capital Gains & Tax-Efficient Investing –
Structuring investments to minimize tax impact.

Estate Planning & Legacy Strategies

Key Services

Wills & Trust Planning – Structuring estate plans according to client needs.
Legacy & Inheritance Planning – Organizing assets for future generations.
Asset Protection Strategies – Safeguarding wealth against risks.
Business Succession Planning – Transitioning businesses effectively.
Probate & Heggstad Petitions – Assisting with legal estate matters.

Tax Planning & Preparation

Key Services

Tax-Efficient Investment Strategies – Structuring investments to reduce tax burden.
Retirement Tax Planning – Managing tax implications for retirement accounts.
Year-Round Tax Preparation – Helping individuals and businesses stay compliant.
Tax Implications for Roth & 401(k) Strategies – Planning tax-efficient withdrawals.

Real Estate & Investment Planning

Key Services

1031 Exchanges – Helping real estate investors defer capital gains taxes.
Tenant-Occupied Sale Planning – Structuring sales of rental properties.
Real Estate Portfolio Review – Evaluating investment property holdings.
Home Buying & Selling Strategies – Guidance on major real estate decisions.

Our Other Offices

Find a Liberty Group office near you and connect with our team of dedicated professionals.

 Your Future, Your Plan—Let’s Talk About Your Goals

Your financial decisions today shape your future. Whether you're planning for retirement, managing investments, structuring your estate, or optimizing your taxes, Liberty Group provides personalized strategies to fit your goals. Take the next step toward financial clarity and long-term stability.