Liberty Financial Strategies provides business succession planning, benefits program coordination, retirement, and estate planning strategies, and investment services. We serve as financial advisor to businesses and individuals in Lancaster, York, Harrisburg, and most of Central PA.
We all need people in our lives who we can trust to have our back. That’s who Wes, Andy, Jeff & Clinton are for our clients and their finances.
But a relationship with us is more than just looking at financial statements and numbers — it’s learning and caring about your personal story, building trust, and being accountable to you.
That’s why our 4-step process is so important to what we do. Right from the start, we need to know where you’ve come from and where you want to go. The 4-step process helps us figure that out, because we care about creating a customized plan that’s tailored to you.