Serving Central Pennsylvania

Personal Strategies

Help Secure Your Family’s Financial Future

You have worked hard your whole life to provide a quality standard of living for you and your family. At Liberty Financial Strategies, we provide customized financial strategies solutions to help protect your assets, prepare for the future, and maintain your standard of living. By tailoring a custom financial plan, we can help you meet your personal goals and objectives. That way, you can care for your loved ones for years to come.

Financial Planning Services

  • Life & Disability Income Insurance Needs
  • Wealth Management and Protection
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Term & Whole Life Insurance
  • Direct Participation Programs
  • Securities Brokerage Services

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Estate Trust Planning
  • Charitable Giving

Tuition Funding Programs

  • College Costs Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investment Products

 

Ready to take the next step?

Start Creating Your Road Map

A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.