Skip to content

Proud sponsor of the Protect Your Assets Giants Radio Network on KNBR

Take Our Retirement Readiness Quiz

Call Us Today at 888.588.5818

Talk to an Advisor

Proud sponsor of the Protect Your Assets Giants Radio Network on KNBR

Take Our Retirement Readiness Quiz

Call Us Today at 888.588.5818

Talk to an Advisor
Liberty group Footer logo
  • Home
  • Services
    • Financial Services
      • for Physicians
      • for Tech Employees
    • Tax Planning & Prep
    • Estate Law
  • Who We Are
    • Our Team
    • Community Involvement
    • Testimonials
    • Important Disclosures
    • FAQs
    • Careers
  • Resources
    • Radio/Podcasts
      • Protect Your Assets
      • Protect Your Assets Market Briefing
      • The Clear Cut
    • Free Guides
    • Videos
    • Books
  • Events
  • Blog
  • Clients
    • eMoney
    • Fidelity Investments
    • Schwab
  • Contact
    • Request an Appointment
    • Oakland
    • Larkspur
    • Walnut Creek
    • Cupertino
    • San Mateo
    • Newport Beach
    • Let’s Grow Together
    • Privacy Policy Opt-Out
×
  • Home
  • Services
    • Financial Services
      • for Physicians
      • for Tech Employees
    • Tax Planning & Prep
    • Estate Law
  • Who We Are
    • Our Team
    • Community Involvement
    • Testimonials
    • Important Disclosures
    • FAQs
    • Careers
  • Resources
    • Radio/Podcasts
      • Protect Your Assets
      • Protect Your Assets Market Briefing
      • The Clear Cut
    • Free Guides
    • Videos
    • Books
  • Events
  • Blog
  • Clients
    • eMoney
    • Fidelity Investments
    • Schwab
  • Contact
    • Request an Appointment
    • Oakland
    • Larkspur
    • Walnut Creek
    • Cupertino
    • San Mateo
    • Newport Beach
    • Let’s Grow Together
    • Privacy Policy Opt-Out

Posts Tagged ‘Financial Freedom’

Retirement Lifestyle Planning: How to Define Your Next Chapter Before You Retire  

July 31, 2026

Many people know the number they’re trying to reach before retirement.  Far fewer know what they’re actually retiring to.  For decades, retirement planning has been measured by financial milestones. But once work becomes optional, a different…

Read More

Why Your Retirement Lifestyle Defines Financial Independence More Than Your Net Worth  

July 24, 2026

When people picture retirement, they often imagine a universal finish line: save enough money, leave the workforce, and enjoy financial independence.  In reality, retirement rarely follows a single blueprint.  Two people…

Read More

5 Questions to Consider When Defining Financial Independence 

July 17, 2026

Ask ten people what financial independence after 50 means, and you’ll likely hear ten different answers.  For some, it’s retiring as early as possible. For others, it’s knowing they can help their children, travel more, or simply stop…

Read More
footer-logo

Contact Us

Phone: 510.658.1880
Fax: 510.658.1886
Request An Appointment
Email Us
Careers

Locations

Oakland
Larkspur
Walnut Creek
Cupertino
San Mateo
Newport Beach

Connect

tik-tok-brand-assets-video-socialnetwork-oneline-svgrepo-com

LEGAL

 ADV Part 1 ▪  ADV 2A  ▪  Form CRS  ▪  Affiliated Entities ▪  Privacy  ▪  Business Continuity Plan Summary ▪ Electronic Communications ▪ Terms of Use▪ Social Media

IMPORTANT DISCLOSURES

Orders & Instructions – Please note Liberty Wealth Management, LLC ("LWM") DBA Liberty Group, does not accept action-oriented or time-sensitive communications, instructions, securities trading orders, or transaction requests via this website, e-mail, or voicemail, as a timely response cannot be guaranteed.  Please contact us at T: 888.588.5818 or speak with your Investment Advisor Representative directly if assistance is required with these items.

Investment advisory services are offered through Liberty Wealth Management, LLC, DBA Liberty Group, an SEC-registered investment adviser.  Securities are offered through Fidelity Brokerage Services, Inc. ("Fidelity"), Member FINRA, SIPC.  Past performance is no indication of future results.  Investing involves risk, including the possible loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security.  Nothing presented herein is intended to provide specific legal or tax advice.  Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances.  Before investing, you should consult with a qualified professional - a competent financial, legal, or tax advisor or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment.  The LWM registered Advisor Representatives associated with this website may discuss or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any other state resident.  For additional information on LWM or any of its affiliated persons who are registered or required to be registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, view our website at www.libertygroupllc.com, or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609,  Main:  510.658.1880, Toll-Free:  888.588.5818,  Fax: 510.658.1886.  Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.