Authentic Advice
As a Fee-Only Registered Investment Advisory (RIA) firm, we are fiduciaries acting in our clients’ best interests, even if it means making less revenue for the firm.
Comprehensive & Customized Retirement Planning
We start with a plan… for everyone. Full-scale planning means focusing not just on your investments, but also on your retirement planning, estate planning, tax planning, insurance planning, college planning, and many other areas that encompass your financial fingerprint. Once we discover where you’ve been, what you’ve done for yourself thus far, and where you want to go, we then provide you with solutions to fill in the gaps to ensure a safe, stress-free, and successful retirement.
Your Personal CFO
It goes without saying that you can expect personal attention and timely follow-up at our firm, but we go further than that. From our financial advisers to our operations staff, we build multi-decade relationships with our clients, making a substantial financial impact in their lives. Utilizing a consultative approach alongside the other professionals in your life (such as attorneys, CPAs, and business consultants), we work as a team of fiduciaries to become your personal Certified Financial Officer.
Simplicity and Ease
Financial matters can be a hassle. Whether you’re in the midst of a large purchase, need assistance at tax time, or if you run into a complicated estate planning situation with a family member or friend, we do the majority of the heavy-lifting and make your life as easy as humanly possible.
Personal Access to the Portfolio Manager
At Libertas, when it comes to managing risk and protecting capital, we do all of our research and analysis in-house. While our investment management strategies are proprietary and confidential, each and every client has full access to our portfolio manager. No matter how simple or complicated your question, we have your answers to every “why” and “how” when it comes to managing your hard-earned retirement money.
