Serving Central Pennsylvania

Discover What Matters in Your Financial Life

We’ll help you make confident decisions
that will shape your financial future

Our Advisors Help Business Owners and Families in Central PA Secure Their Financial Futures

Serving Lancaster, York, and all of Central PA

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Financial Strategies for Individuals, Families, and Businesses

As much as you feel you are in control of your business operations or your family’s month-to-month budget, your retirement, estate and business succession plan might not be as clear as you would like them to be. How do you protect against the 5 D's — Death, Disability, Divorce, Departure, and Disqualification — of Buy/Sell planning?

That’s where we can help.

The financial advisors at Liberty Financial Strategies, Wes Carr and Andy Sedora, are passionate about helping you discover what truly matters in your financial life. You may find it beneficial to discuss with us your concerns and objectives and help you plan for the next stages of your business and personal life.

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The Liberty Way

It all starts with asking the right questions, hearing your concerns, and discussing your options to help you meet your financial goals.

Business owners and corporate boards rely on us to assist them with their team of advisors to create succession and transition plans. This helps to ensure the long-term health of their companies. As you near your retirement, this enables you to navigate the complexities of portfolio management for income and estate planning, helping you protect your family's finances.

Our Personalized Process

What We Do

 

The advisors at Liberty Financial Strategies have decades of experience guiding Central PA
business owners, individuals, and families on their financial journeys. We may be able to help you too.
Along the way, we'll help you gain perspective, focus on the big picture, ask the right questions,
and work with you and your other professional advisors to help reach your stated goals.
Our goal is to get to know you and to become a trusted partner you can rely on.

Business Succession Strategies

Business Succession Planning

  • Transitioning a Family- or Closely-Held Business
  • Guidance Through the Succession Planning Process
  • How Do You Survive Without the Business?
  • How Does the Business Survive Without You?
Key Person Planning

Key Person Planning

  • Special Executive Benefit Planning
  • Employee Perks Program
  • Deferred Compensation Funding
  • Overall Employee Retention Plans
Employee Benefits

Employee Financial Benefits

  • Life and Disability Income Insurance
  • Pension, Profit Sharing, and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

Experienced Team

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