Where Do You Want Your Financial Roadmap to Take You?
Every individual has a unique financial situation, and your wealth management strategy should be driven by you and your family’s financial needs and goals. No one financial strategy fits all.
That’s why at Liberty Wealth Advisors, we create comprehensive, personalized financial plans to help guide you toward your desired destination. Your financial life is complex, and we take pride in coordinating and simplifying the many aspects of developing, managing, and executing your plan. We serve as the central hub to our clients’ entire financial lives, coordinating with external professionals, like lawyers and CPAs, as well as with external advisors, to make sure all aspects of your financial situation are correctly aligned and all working towards achieving the goals that matter most to you and your loved ones.
We believe in operating with honesty, transparency, and integrity, and take pride in adhering to the fiduciary standard.
Contact UsWhy Work With Us?
We are financial advisors who are committed to providing a high level of personalized service and developing open, trusting relationships with our clients.
Helpful Content
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The History of Retirement
Do you know where the idea of “retirement” comes from?
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.