Liberty Financial Strategies

    
User TypeAdvisor
Entity NameLiberty Financial Strategies
Member since11/29/2017
SEC Registration #
Minimum Invetsment Required0.0
Assets Under Managment0.0

Summary

Liberty Financial Strategies is a comprehensive financial advisory firm in Lancaster, PA who is passionate and committed to the special needs of business owners and individuals. Our customized financial programs are designed to help you strengthen your business, conserve wealth, and plan for your financial future. Our team of financial advisors and Certified Financial Planners (CFPs) provide custom financial strategies to help you meet your personal financial goals. If you are at the point of retirement, or considering retiring, we can assist you in turning your goals and objectives into a tailored financial plan. Depending on your needs, this can include life insurance, retirement accounts, wealth management, long-term care needs, charitable giving, and estate planning. Our insurance agents and financial planners can provide recommended financial and investment products to help you best meet your financial goals for you and your family. At Liberty Financial Strategies, we offer business planning and consulting services to help owners and managers at key intersections in the life of their company. We specialize in supporting closely-held and family-owned businesses as they prepare for business succession, retirement of key individuals, buying a new business, or selling the current one. Our team will work with you to develop plans that can help sustain the business during a transition. With our guidance, you can also establish employee benefit programs that will help you better attract and keep the right talent for your company, including life insurance, profit sharing, and retirement programs. Since 2001, Liberty Financial Strategies has helped Lancaster County residents and businesses make confident decisions with smart financial strategies. Our team of financial planners, brokers, and consultants meet with clients at our office on Foxshire Drive, right off Fruitville Pike and close to Overlook Park. To see if we are a good fit to help you meet your personal or business financial goals, schedule a no-obligation consultation by visiting our website or calling our office at (717) 569-6369.

Contact Details

 
LocationLancaster,
Address114 Foxshire Drive
Postal Code17601
CountryUnited States
Phone(717) 569-6369
Fax(717) 581-0670
Web Sitehttps://www.libertyfinancialstrategies.com/
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Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

IARD  Investment Adviser Registration Depository  Investment Adviser Registration Depository
Investment Adviser Search  Search for an Investment Adviser Firm  Search for an Investment Adviser Firm
U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
FINRA  Financial Industry Regulatory Authority  Financial Industry Regulatory Authority
AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association

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