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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.