Discover What Matters in Your Financial Life

We’ll help you make confident decisions that will shape your financial future.

We Help Business Owners and Families in Central PA Secure Their Financial Futures

Serving Lancaster, York, and all of Central PA

Financial Strategies for Individuals, Families, and Businesses

As much as you feel you are in control of your business operations or your family’s month-to-month budget, your retirement, estate and business succession plan might not be as clear as you would like them to be. How do you protect against the 5 D’s — Death, Disability, Divorce, Departure, and Disqualification — of Buy/Sell planning?

That’s where we can help.

The financial advisors at Liberty Financial Strategies, Wes Carr, Andy Sedora, Jeff Emrich, and Clinton Simmons are passionate about helping you discover what truly matters in your financial life. You may find it beneficial to discuss with us your concerns and objectives and help you plan for the next stages of your business and personal life.

The Liberty Way

It all starts with asking the right questions, hearing your concerns, and discussing your options to help you meet your financial goals.

Business owners and corporate boards rely on us to assist them with their team of advisors to create succession and transition plans. This helps to ensure the long-term health of their companies. As you near your retirement, this enables you to navigate the complexities of income and estate planning, helping you protect your family’s finances.

What We Do

At Liberty Financial Strategies, we have decades of experience guiding Central PA business owners, individuals, and families on their financial journeys. We may be able to help you too. Along the way, we’ll help you gain perspective, focus on the big picture, ask the right questions, and work with you and your other professional advisors to help reach your stated goals. Our goal is to get to know you and to become a trusted advisor you can rely on.

Personal Strategies

Retirement Income

Financial Protection

Investment Options

Education Funding

Estate Planning

Business Strategies

Business Succession Planning

Transitioning a Family- or Closely-Held Business

Guidance Through the Succession Planning Process

How Do You Survive Without the Business?

How Does the Business Survive Without You?

Key Person Planning

Special Executive Benefit Planning

Employee Perks Program

Deferred Compensation Funding

Overall Employee Retention Plans

Employee Financial Benefits

Life and Disability Income Insurance

Pension, Profit Sharing, and 401(k) Plans

Payroll Deduction Plans

SIMPLE IRAs

Non-Qualified Retirement Programs