What We Offer
At Liberty Group, we guide individuals and families through personalized financial planning services including portfolio construction, retirement income strategies, insurance options, and tax-aware planning aligned with evolving goals.
Where We Can Help
Financial Guidance
Grow your financial foundation with personalized strategies designed to support long-term goals and changing life stages.
• Wealth Management
• Insurance
• Investment Strategies
Protect Your Assets
Help safeguard what you’ve worked hard to build with tailored solutions that reduce risk and prepare you for the unexpected.
• Asset Protection
• Life Insurance
• Long-Term Care Strategies
Plan Ahead
Make informed decisions about retirement, taxes, and legacy planning with strategies built for your financial future.
• IRA/401(k) Rollovers
• Tax-Efficient Strategies
• IRA Legacy Planning
Our 5-Step Planning Process
Develop
We start with your story, your values, goals, and current financial situation.
Diagnose
We identify risks, fees, and gaps, and show you where we can help.
Discover
We explore thoughtful strategies that align with your goals and financial preferences.
Deliver
We review your plan, open accounts, and walk you through next steps.
Dedicate
We stay with you through reviews, updates, and lifetime support.
We can also refer you to professionals who provide the following services:
Trusts • Probate • Charitable Giving • Estate Planning • Tax Planning
What It’s Like to Work With Us
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.
Ready to Take the Next Step?
Planning for the future can feel easier with the right support. Explore how our team can help bring clarity to your goals through simple conversations and helpful financial guidance.
Or give us a call at 888.588.5818