Finances can be tricky, and planning for the future is hard no matter how simple or complex your plans are. When you need financial planner services in Columbus, OH, turn to Libertas Wealth Management Group, Inc.
We are dedicated to making financial planning accessible for everyone, no matter what your personal situation looks like. All of our services are structured around making the process as simple as possible for you.
When you work with a financial planner from Libertas Wealth Management Group, Inc., we’ll start from the very beginning by taking a look at your finances, your past financial situations, and your hopes for the future.
Our financial planning services are available for anyone, no matter what you’re planning for. If you are newly married or are starting to have children, let us help you chart a savings plan to see them through college or trade school.
We can also take a look at your job and your future career plans to create a retirement plan that will keep you comfortable after you stop working. A detailed estate plan can ensure that your wishes are carried out after you pass away and that your family is comfortable.
If you want to invest, our financial planning team can help with that too. We can review investment opportunities to mitigate risk and protect your assets, boosting your income streams to provide more financial security in the future.
Libertas Wealth Management Group, Inc., was created with a core value in mind: protect our client’s best interests. We will do whatever we can to ensure that you are comfortable with the direction that your finances are taking, and we work one-on-one with all our customers to provide clear and direct solutions.
Working with Libertas Wealth Management Group, Inc., is like hiring your own personal CFO.
To get started planning for your financial future, give us a call at (614) 543-1350.