We aren’t a “set it and forget it” firm. We set your wealth plan in action, then consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.
Our key to keeping track of your progress includes quarterly meetings with an annual financial planning meeting yearly. This will keep you on track and will make it easy for you to see which goals have been completed and which you still need to tackle.
Fill out the form below to start a conversation with Liberty Wealth Advisors or call us at (800) 448-3550.