Important Disclosures
Liberty Group Corporate Policies
Information about investment advisers who are registered with the SEC or who are filing reports as Exempt Reporting Advisers with the SEC.
Liberty Group, Holdings, Inc. operates the following range of businesses through controlled entities, collectively referred to as Liberty Group (or "LG").
Securities industry regulations require that investment advisers inform their clients of their plans to address the possibility of significant business disruption (SBD) from unexpected events such as power outages, natural disasters, or other such occurrences. Firms must be able to provide continuous and uninterrupted services to their clients, and critical systems must function during such incidents so that the firm can resume operations as quickly as possible, given the SBD's scope and severity. In addition, they must meet their obligations to clients, counterparties, and others during any emergency or SBD.
The following cybersecurity summary applies to Liberty Group, Holdings, Inc., which operates the following range of businesses through controlled entities, collectively referred to as Liberty Group (or LG): Hollander & Hollander, PC, Liberty Alternative Asset Management, LLC (“LAAM”), Liberty Tax Planners, LLC, Liberty Wealth Management, LLC, DBA Liberty Group, and Lifetime Planning Marketing, Inc., DBA Lifetime Insurance Marketing (CA # 0F17020).
Electronic communications, including email and attachments, may be privileged, and should be read or retained only by the intended recipient, and all of its content is subject to terms and conditions available on Important Disclosures. If a transmission is received in error, the sender should be notified immediately, and the transmission should be deleted from their system. Any unauthorized dissemination, copying, or use of the message or its contents is strictly prohibited and may be in violation of law.
ADV Part 1: Investment advisers’ registration with the Securities and Exchange Commission (SEC) and state securities authorities. The ADV Part 1 provides detailed information about an investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disclosures (customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of) for the firm or its employees.
Form ADV 2A: This acts as a disclosure document for clients and prospective clients. Part A contains information regarding the types of advisory services offered, the adviser’s fee schedule, disciplinary information, conflicts of interest, business affiliations, and other disclosures that may be of interest to the public. Part B provides information on the business background of key advisory personnel. Investment advisers are required to provide a copy of their ADV Part 2 to all clients.
Form ADV Part 3 (also called Form CRS): This is a new relationship summary form that covers a range of topics, including services offered, the fees and costs you will pay for those services, the firm’s potential conflicts of interests, and other disclosures that may be of interest to the public. The customer relationship summary is designed to help you evaluate financial services firms.
Liberty Wealth Management, LLC is committed to respecting the privacy of consumers and its customers,
including visitors to our website. This Privacy and Cookie Policy sets out how we collect, use, and share personal information. This Privacy and Cookie Policy also explains how we use cookies and similar technologies on our website.
This social media disclosure applies to Liberty Group, Holdings, Inc., which operates the following range of businesses through controlled entities, collectively referred to as Liberty Group (or LG): Hollander & Hollander, PC, Liberty Alternative Asset Management, LLC ("LAAM"), Liberty Tax Planners, LLC, Liberty Wealth Management, LLC, DBA Liberty Group, and Lifetime Planning Marketing, Inc., DBA Lifetime Insurance Marketing (CA # 0F17020).
Liberty Group operates this website (the "Website") to provide information, related features, and services (the "Service").
Please read these Terms of Use carefully before using our Website. By accessing and using this website, you agree to be bound by the Terms of Use and all applicable laws and regulations governing the website. If you do not agree with any of the Terms of Use, you are not authorized to access or use this website for any purpose.
Liberty Group, Holdings, Inc. operates the following range of businesses through controlled entities, collectively referred to as Liberty Group (or "L.G." ): Hollander & Hollander, PC ("H&H"), Liberty Alternative Asset Management, LLC ("LAAM"), Liberty Tax Planners, LLC ("LTP"), Liberty Wealth Management, LLC ("LWM") and Lifetime Planning Marketing, Inc. ("LPM"), C.A. # 0F17020. This Terms of Use notice covers all L.G. affiliated companies (collectively, "the Company," "we," "us," or "our").
Our Locations
Oakland
411 30th Street, Second Floor, Oakland, CA 94609
510-658-1880
Newport Beach
4675 MacArthur Court, Suite 590, Newport Beach, CA 92660
949-504-8673
Larkspur
485 Magnolia Ave, Larkspur, CA 94939
415-229-9002
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