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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here’s a crash course on saving for college.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?