Your Transition to Liberty Wealth Advisors®
We make it easy for you to transition your portfolio to Liberty Wealth Advisors®. We will work with you to create a custom transition plan.
Here are some ways we help you achieve a smooth transition:
- We discuss your circumstances to develop an understanding of your life planning goals.
- We collect information on all of your investment records to ensure a holistic transition plan that includes all of your assets.
- We will do the work for you. Let us request the funds and transition investment accounts from your former firm.
- Ask us any questions you have, and we will create a strategy for your financial future with us.
- We have multiple advisors trained in the transition process to make it simple and stress free.
- You have access to us at any time during your transition and in many ways. Meet with us in our offices, on the phone, through email, or videoconference.
- Call us today at 800.448.3550 to transition to Liberty Wealth Advisors®.