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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the economy's cycles can help put current business conditions in better perspective.
In the face of divorce, making changes to insurance coverage may be overlooked.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.