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Liberty Financial Group, Inc.

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Liberty Financial Group, Inc.

Overview:

Since 1981, we have been putting clients first. As a fee-only planning firm we are paid by our clients only. We sell no products and accept no commissions, referral fees, or outside compensations. Operating under the fiduciary standard we provide pure, financial planning and investment recommendations in the best interest of our clients. We charge for our time, planning advice, and portfolio management only. As a result, our Liberty Financial Group team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge, and common sense.

Vision:

Our Goal is to help you feel safe, confident, and capable every step of our journey together. To accomplish this we’ve developed two main working relationships. An ongoing advisory agreement, entitled to ongoing financial reviews, quarterly summary reports, & specifications below. The second relationship is on a retainer basis entitled to pre-paid financial planning reviews and the services below. We also offer hourly consulting arrangements as time permits. Please contact us to determine availability.

Your Goals and Objectives May Include:

   Creating and preserving personal wealth
   Protection against inflation
   Maximizing wealth transfer
   Reducing tax burdens
   Increasing your peace of mind

   Securing retirement income
   Minimizing the risk of financial catastrophe
   Providing for a child’s education
   Establishing charitable legacies

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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