Investments

Liberty provides specific investment recommendations to match every key area of your financial plan (retirement, education, etc.). It doesn’t end there, however. We also provide ongoing investment management services and progress reporting to make sure you stay informed and on track toward achieving your financial life goals. 

Retirement Investments
We provide a detailed plan of the recommended investment strategy to achieve your retirement goals based on the retirement planning section of your financial plan. Each retirement account or source of funds is considered individually and coordinated into one comprehensive master investment plan strategy. We review which retirement accounts are best for you, where you should hold those accounts, the amounts you should contribute to each, and the specific investments you should make in each account given your tax situation, risk tolerance, risk capacity, and diversification needs. When appropriate, we also recommend how to draw upon these assets in retirement to meet your needs. All investment recommendations are fully explained. Detailed instructions are provided to implement your retirement portfolio in a convenient, cost-effective, and tax-efficient manner.

Education Investments
We provide a detailed plan of the recommended investment strategy to achieve your education goals based on the education planning section of your financial plan. Each education account or source of funds is considered individually and coordinated into one comprehensive master  investment plan strategy, including among siblings as appropriate. We review which education accounts are best for you, where you should hold those accounts, the amounts you should contribute to each, and the specific investments you should make in each account given your tax situation, risk tolerance, risk capacity, and diversification needs. When appropriate, we also recommend how to draw upon these assets to meet your education needs with consideration for financial aid and tax credits. All investment recommendations are fully explained. Detailed instructions are provided to implement your education portfolio in a convenient, cost-effective, and tax-efficient manner.

Other Investments
Some clients have investment goals beyond retirement and education needs (i.e., to invest for specific future purchases, generate current income, create additional wealth, build an estate for heirs, etc.). We cover the amount you need to be saving and investing, the appropriate types of investment accounts, where you should hold those accounts, how your investments should be allocated, and the specific investments that are best for your tax situation, risk tolerance, risk capacity, and diversification needs. All investment recommendations are fully explained. Detailed instructions are provided to implement your investment strategy portfolio in a convenient, cost-effective, and tax-efficient manner.

We work with you to achieve your financial life goals. Call us today to see how we can serve you.

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