Who We Are

Our founders have more than a collective four decades of experience in the tax, insurance, and financial services industry. Our firm also integrates these services with other expert legal and tax professionals who construct trusts, wills, and estate planning documents, private wealth management, as well as longevity and estate preservation strategies.

These experts have been vetted and work hand in glove with our firm’s professionals to establish, review, and make annual changes to our clients’ financial plans. We are known by our clients as Main Street, not Wall Street.

As a carve-out boutique tax, insurance, and retirement income planning firm, Liberty Financial Group offers the exact same services as many corporate giants. However, we prefer to build relationships one client at a time, specific to their personalized needs. We don’t create one-size-fits-all solutions like many competitors. We are firm believers in integrating tax, insurance, estate planning, risk management, wealth management, and income planning into a comprehensive living document.

Learn more about who we are and how we work for you!