Personal Strategies

Help Secure Your Family’s Financial Future

You have worked hard your whole life to provide a quality standard of living for you and your family. At Liberty Financial Strategies, we provide customized financial strategies solutions to help protect your assets, prepare for the future. By tailoring a custom financial plan, we can help you meet your personal goals and objectives. That way, you can care for your loved ones for years to come.

Financial Planning Services

  • Life & Disability Income Insurance Needs
  • Wealth Management and Protection
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Term & Whole Life Insurance
  • Direct Participation Programs
  • Securities Brokerage Services

Retirement Products & Services

Estate Planning

Estate Planning services are provided working in conjunction with your estate planning attorney, tax attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

  • Estate Preservation
  • Tax Reduction Strategies
  • Estate Trust Planning
  • Charitable Giving

Tuition Funding Programs

  • College Costs Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investment Products