Confident decisions. Smart financial strategies.
Financial advising and wealth management company in Lancaster, PA. Personal and business financial planning services.
Liberty Financial Strategies can help you gain confidence in your financial planning with our personal financial services. Our team of financial advisors, planners, and brokers can help you grow and protect wealth, plan for your retirement, and better-secure your family’s future.
During our first meeting, our experienced financial advisors will ask you questions about your current plans, your financial goals, and any concerns or setbacks you are worried about. This will help us as we seek to clarify your goals and draft a plan to meet them.
As an insurance agency, we offer individual and group disability and life insurance policies to match your financial goals, as well as annuities, long-term care insurance, and more.
We also help with investment portfolio management, setting up and handling retirement accounts, asset and wealth management, estate planning, and assistance planning for charitable giving.
Family-owned businesses face unique challenges especially when it comes to handing off the business to the next generation. Our team of business financial consultants can help you establish a business succession plan, buy/sell agreement (mergers, acquisitions, and selling), and key person or split dollar insurance to protect your company’s future during times of transition. We also assist in creating programs and employee benefits packages to attract and keep talent within your company.
From our financial advising office in Lancaster next to Fruitville Pike and across from the Walmart, we provide comprehensive financial services to families and businesses throughout Lancaster County. Schedule a no obligation consultation on our website.
Services we provide include: financial planning, consulting, advising, and services; insurance planning; investment planning, services, and management; business succession planning; life insurance; retirement planning; wealth management; asset management; estate planning; group life and disability benefits; disability insurance; long-term care insurance; business consulting; annuities; mutual funds; non-profit financial consulting; split dollar insurance; key person insurance.
Visit our website to learn more about our team and to schedule a no obligation consultation.
Keywords: Financial planning, consulting, and advising (Certified Financial Planners - CFPs); insurance planning; investment planning, services, and management; business succession planning; estate planning; wealth management; asset management; non-profit financial consulting; annuities; group life and disability benefits; life insurance; disability insurance; long-term care insurance; split dollar insurance; key person insurance; mutual funds
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