LIBERTY FINANCIAL PLANNING, INC.
How does the advisor help clients – Key Takeaways:
Liberty Financial Planning, Inc. is a leading financial planning firm that provides personalized and comprehensive services to its clients. The team of experienced financial advisors assist clients in achieving their financial goals by creating tailored plans that align with their individual needs and objectives. With a strong focus on building long-term relationships, Liberty Financial Planning, Inc. helps clients navigate through the complex world of finance and investments.
Facts and Insights:
Founded in 2005, Liberty Financial Planning, Inc. has a proven track record of success in helping clients build wealth and achieve financial security. The firm is committed to providing transparent and ethical services to its clients. Through a combination of personalized recommendations and ongoing support, the advisors at Liberty Financial Planning, Inc. are dedicated to helping clients make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| As of 2020 | $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
Liberty Financial Planning, Inc. serves a diverse range of clients, including individuals, families, small business owners, and corporations. The firm believes in providing the same high level of service and attention to all clients, regardless of their net worth. Each client is treated as an individual with unique financial needs and goals.
Fees & Compensation:
Liberty Financial Planning, Inc. operates as a fee-only advisor, meaning the firm does not receive commissions or compensation from third-party products. This ensures that the advisors act in the best interest of their clients and minimize conflicts of interest. The fees charged by the firm are transparent and are based on a percentage of assets under management, providing clients with a clear understanding of the cost of services.
Background:
The team at Liberty Financial Planning, Inc. consists of highly qualified and experienced professionals, including certified financial planners (CFPs) and registered investment advisors (RIAs). The firm also stays up-to-date with industry developments and trends, ensuring that clients receive the most current and effective financial advice.
Financial Advisor Disclosures to Know:
Liberty Financial Planning, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC), a sign of the firm’s commitment to transparency and compliance with regulations. The firm also provides clients with a Form ADV, which outlines the services offered, fees charged, and any past disciplinary actions. Additionally, the advisors at Liberty Financial Planning, Inc. adhere to a strict code of ethics, ensuring that clients’ best interests are always the top priority.