What We Offer
At Liberty Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Our Five-Step Retirement Planning Process:
For more than two decades, we have helped make retirement dreams a reality for today’s retirees. At Liberty Wealth Management, we specialize in working with retirees and those nearing retirement to preserve their wealth, plan their future and protect their legacy.
STEP 1
DISCOVER
Are we a good fit?
Share your story
Clarify your values
Identify goals and dreams
Discuss concerns
Provide statementsSTEP 2
DIAGNOSE
Can we add value?
Perform risk assessment
Evaluate fees and risk
Stress-test current portfolio
Identify potential pitfalls
Uncover opportunities
Share our approach
Decide if we’re a good fit
Transfer existing assets
Review current planSTEP 3
DEVELOP
Build a tailored plan.
Structure retirement income
Optimize Social Security
Utilize tax-efficient solutions
Develop investment strategy
Plan for long term-careSTEP 4
DELIVER
Review & Finalize.
Financial progress report
Updated account summary
Review new accounts
Set up online access
Set review frequency
Identify missing pieces
Establish next stepsSTEP 5
DEDICATE
An ongoing relationship.
Periodic review meetings
Account monitoring
Regular refinement of plan
Consistent communication
Value-added services
Workshops and webinars
Client events and socials
Tax preparation service
Informational resources
Financial concierge
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA legacy planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax planning
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.