Contact Our Newport Beach Office
We want to make your experience seamless. Validated parking is available across the building, with plenty of visitor spaces on the first floor.
No need to bring a parking ticket—we’ll provide you with a validation slip. If you’re taking public transportation, several bus stops are conveniently located near the building for easy access.
Need help with parking or directions? Call us at (949) 504-8673, and we’ll be happy to assist.
Serving Clients in Southern California
Founded in 1997, Liberty Group is an independent investment advisor serving pre-retirees and retirees to help achieve their dream retirements. Liberty Group serves individuals and families throughout Southern California. In addition to investment services, wealth management and financial planning, Liberty Group also offers Estate Planning and Tax Planning.
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Tax Smart Retirement Workshop, May 14
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Dinner Workshop
Join this workshopPersonalized Financial Services for Individuals, Families & Retirees
Navigating financial decisions, retirement planning, and tax strategies requires a thoughtful approach. At Liberty Group, our Newport Beach-based team provides financial planning, wealth management, investment management, estate planning, and tax strategies designed for individuals, families, and business owners across Southern California. Whether you're preparing for retirement, managing investments, or structuring your estate, we offer tailored solutions to help you plan for long-term financial stability.
Financial & Retirement Planning
Financial planning in this region is about more than managing savings—it’s about adapting to life’s changes with a plan that fits your goals. Whether it’s retirement preparation, risk assessment, or asset management, our team works closely with you to build a personalized financial strategy.
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 essential for organizing your assets and addressing family priorities. Our advisors assist clients with trusts, wills, and business succession planning that reflect both financial and personal goals.
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
Effective tax planning connects directly to your broader financial picture. We offer guidance on estate-related tax strategies, compliance, and long-term decisions—helping clients approach tax season with clarity.
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 also supports real estate planning for homeowners, investors, and business owners in the area—providing direction on transactions, portfolio reviews, and strategies to manage property-based assets.
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.