At Libertas, we pride ourselves on being “Big enough to matter and small enough to care.” We’ve helped our clients through the two of the worst market crashes in history. For these reasons, we understand the planning necessary to prepare for the next, inevitable crisis. We pride ourselves on making complex matters easy, which is why we implement a well-defined wealth management process.
We work with our clients to build legacies, but we couldn’t do it without a customized, comprehensive financial plan. As you go through our planning process, the last thing we will discuss is transferring your money to us. In fact, unless there are extenuating circumstances present that warrant an expedited process (such as legal issues with your past advisory firm or an imminent market crash) we meet with every client at least three times, prior to signing any paperwork.
Without our clients, we wouldn’t exist. This is why we keep our fees extremely simple, transparent, and all-inclusive:
– The Wall Street Journal on “How to Choose a Financial Planner”