Liberty Financial Planning Inc

Description

We provide a detailed plan of how to build and maintain an emergency fund account to meet your cash needs in a time of crisis. This includes an analysis of how much money is required for an adequate emergency fund, sources of cash to meet this target, and where to invest your emergency fund to maximize investment performance while maintaining safety and liquidity.

The cornerstone of our business is trust. To remain objective and avoid conflicts of interest, we do not sell any financial, legal, or insurance products, and we do not charge asset management fees. Instead, we provide objective advice and practical solutions to your specific situation.

We specialize in education planning with a comprehensive analysis of your goals for your children's education based upon Liberty's proprietary education planning model, including primary, secondary, and college education through public, private, or home schools. We review multiple scenarios to show you how much you should be saving for education needs, the amount required to meet your education goals, and how to position yourself to take advantage of financial aid programs and various tax incentives. The result is a finely tuned plan to achieve your education goals.

We specialize in retirement planning with a comprehensive analysis of your retirement goals based upon Liberty's proprietary retirement planning model. This model replicates the flow of money over the course of your life from the accumulation of assets during the working years to the spending of those assets during retirement.

Objective: We provide you with as much information as you need about Liberty, our services, the benefits we provide, and our fee structure so you can determine if we are the right advisers for you.

Products & services

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