Additional Services

Discover What We Can Do For You

Charitable Giving, Probate, Estate, Wills, Trusts, & Long-Term Care

Every retirement plan has a beginning, middle, and ending. The finishing touch to a comprehensive retirement plan is a solid and sound estate strategy to help protect your legacy.

We work with skilled attorneys who have vast specialized expertise in living wills, trusts, powers of attorney, and other estate planning documents to make sure your legacy is transferred to whom you want when you want them to receive it.

The process is coupled with plans and directives for when the basic functions of daily living become tough to handle.

Home & Auto Insurance

As an independent agent, we at Liberty offer access to multiple companies to meet our clients’ needs. Our partners offer competitively priced auto, homeowners, and liability insurance. We can also help our clients with coverage’s offered for their boats and trailers as well as flood insurance.

Property & Casualty

Insurance for your home, auto, boat, RV, & cycles, and and personal belongings, as well as liability coverages, is just as important as having a sound accumulation strategy or estate plan. In fact, it’s all part of the overall financial plan. As independent personal insurance specialists, we will review your coverages and make suggestions to maximize the efficiency and coverage.

In addition, we work in conjunction with professionals in the following areas:

  • Private wealth accumulation assistance
  • Trusts
  • Estate planning
  • Probate
  • IRA legacy planning
  • Charitable giving

Request a Complimentary Consultation

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