Welcome to Liberty Financial Services!
Liberty Financial Services is a full-service financial consulting firm dedicated to helping our clients to plan for retirement and create strategies to help protect their hard-earned assets. Our firm’s business is designed to provide a completely independent service, so our loyalty belongs exclusively to our clients - not to a parent company.
Our independence enables us to establish working relationships with a number of financial industry related firms and insurance providers whose products we utilize to create customized client portfolios. Our focus is on providing effective products and services that can be tailored to suit your unique needs.
Services:
We offer a number of professional services and solutions for our clients. Some of our services include:
Making the most of your employer-sponsored retirement plans and IRAs. Helping to determine how much you may need to retire comfortably. Managing assets before and during retirement. |
 Estate PlanningReviewing your wills and trusts to properly coordinate with your financial goals. Creating strategies to help preserve your estate for your intended heirs. Helping with beneficiary designations, and possibly helping reduce your exposure to estate taxes and probate costs by coordinating with your tax and legal advisors. |
 Risk ManagementReviewing existing insurance policies. Recommending policy changes when appropriate, and striving to find the best policy for your situation. |
Helping to determining your asset allocation needs. Helping you understand your risk tolerance. Working with you to recommend investment vehicles that are appropriate for your situation to help you reach for your goals. |
Retirement Planning
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| Making Changes |
It's TAX Time. |
| New Seminars |
Seminars are scheduled for 6:00 PM now, as requested, to allow those with a working spouse to come together. Any more suggestions? We listen. |
| Change of Broker Dealer |
Since all of you who are my clients have already received a change of Broker Dealer form, you know I have changed to USA Financial Securities, a Member of FINRA/SIPC, and a Registered Investment Advisor, Ada, MI. 49301. |
We host periodic Financial Wellness Events and Forums. Click below for more information.
