Contact Our Larkspur 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.
Serving Clients in Marin County
Founded in 1997, Liberty Group is an independent investment advisor serving pre-retirees and retirees to help achieve their dream retirements. Located in downtown Larkspur, 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.
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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 Larkspur, 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
Financial planning is about more than saving—it’s about adjusting to life’s changes with a plan that fits your goals. Whether you're preparing for retirement, managing assets, or evaluating risk, our team works with you to develop a strategy built around your needs.
Explore financial strategies designed to help navigate major life transitions.
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
We help individuals and families design tailored plans for investment portfolios, tax efficiency, and financial risk management. With a strategic, long-term approach, we aim to support your evolving financial needs.
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
Estate planning is key to organizing how your assets are distributed and aligning those decisions with family priorities. We guide clients through trusts, wills, and succession strategies to help shape a lasting legacy.
Plan how assets may be structured and beneficiaries designated.
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
Tax planning plays a vital role in your financial strategy. We provide support on preparation, estate-related tax considerations, and compliance—offering a clear path forward during tax season and beyond.
Identify tax planning opportunities that align with financial objectives.
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
Our team provides guidance for real estate-related financial planning, from property transactions to investment reviews. We work with homeowners, investors, and business owners to help manage property-based assets as part of a broader financial plan.
Consider strategies for managing real estate assets within your portfolio.
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.