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 Us
Why 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.
How Do We Work?
As fiduciary advisors, we work with you to create customized strategies that address your unique financial needs and goals.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
However exciting retiring abroad may sound, it deserves considerable planning.
Ascertaining the value of your business is important for a variety of reasons.
The federal government requires deceased individuals to file a final income tax return.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?