Contact Our Oakland Office
Visiting our Oakland office? We want to make your experience seamless. We offer validated parking for your convenience.
Our office is located at 411 30th Street, Second Floor, in Oakland, CA, near the Medical Center. If you're driving, you’ll find nearby parking options along 30th Street and adjacent areas.
For those using public transportation, we are easily accessible via major bus routes. Feel free to call us at (510) 658-1880 for any assistance with directions.
Serving Clients in the Bay Area
Liberty Group has been serving individuals, families, and retirees in the Bay Area since 1997. Our team specializes in financial planning, wealth management, estate planning, and tax strategies designed to help you make informed decisions about your future. Whether you’re preparing for retirement, optimizing investments, or planning your estate, we offer personalized services tailored to your financial goals.
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Personalized Financial Services for Individuals, Families & Retirees
Managing your finances, planning for retirement, and navigating estate and tax strategies require thoughtful consideration. At Liberty Group in Oakland, CA, we provide financial planning, wealth management, retirement planning, investment management, estate planning, and tax planning tailored to individuals, families, and retirees. Our team offers customized strategies to help clients make informed decisions and plan for the future.
Financial & Retirement Planning
Financial planning is about developing a roadmap that aligns with your financial goals. Whether you’re planning for retirement, managing investments, or assessing risk, we provide customized financial strategies tailored to 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
Wealth management goes beyond investments—it’s about strategic financial growth and risk mitigation. Our Oakland-based team offers guidance in portfolio management, budgeting, and debt management strategies to optimize financial outcomes.
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 helps you structure the distribution of assets while considering tax implications and long-term family needs. Our team assists individuals and families in setting up trusts, wills, and business succession plans.
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 is critical to minimizing liabilities and optimizing financial strategies. Our team provides tax-efficient investment strategies, preparation services, and consulting for retirement and estate planning.
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
Real estate is a key part of many financial portfolios. Whether you’re an investor, a business owner, or a homeowner, we provide strategic guidance on property transactions, investment sales, and portfolio management.
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.