Serving Central Pennsylvania

Personal Strategies

Personal Retirement Planning & Advising

Father holding hand of child.

When can I retire? How much do I need to retire comfortably? What can I do now to protect my family in the future?

The financial advisors at Liberty Financial Strategies can answer these questions for you, help you build a clear retirement vision, and a practical plan designed to reach your retirement goals.

 
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Which Retirement Concerns Do You Have?

If you’re like most hard-working, conscientious people, you likely have one or more concerns about retirement on your mind.

Here are a few that we commonly help folks better understand and plan for:

  • Having enough money to last throughout retirement
  • Funding education for children or grandchildren
  • Minimizing taxes so that you keep more of your income
  • Leaving more of your assets to your heirs or charity
  • Being able to handle a crisis such as a serious illness or injury, layoff or market downturn
  • Transferring or selling your business interest on your terms

 

Where To Start

It’s never too late to begin planning for your retirement or to move a new advisor if you’re unhappy with your current situation. Whether you’re just starting to plan or looking to retire soon, we can help.

Our Retirement Planning Steps

  • Initial “are we a good fit?” meeting
  • Gather data gathering meeting
  • Analyze information together
  • Present a plan to you
  • Implement the plan*
  • Provide ongoing advice to you

*Please note that you can implement your financial plan at the financial institution of your choice.

 

 

Components of a Holistic Retirement Plan Review

Retirement Needs Review

Establish goals & determine how much you need to retire comfortably

Individual Retirement Accounts (IRAs)

Assess current accounts and adjust to meet your goals

Fixed & Variable Annuities

Consider annuities to diversify your portfolio appropriately

Long-Term Care Insurance

Protect your family from future financial burden

 


Wes Carr.
Andrew Sedora.
Jeff Emrich.

About Us

We believe that a commitment to listening and asking the right questions is critical to your success in our needs-based approach.

That success depends largely on getting to know you so that we can understand what you value, your short- and long-term goals, and what keeps you awake at night.

 
About Us