Business Philosophy
At Liberty,
Independent Advice for
Financial FreedomSM
is more than a slogan; it's how we do business.
Independent Advice
The cornerstone of our business is trust.
To remain objective and avoid conflicts of interest:
-
We do not sell investments, insurance, or legal
products.
-
We are not paid commissions or referral fees.
-
We do not charge "asset management" fees.
You receive our undivided attention and objective advice. No selling. No
pressure.
Benefit - We work for you, not someone
else. You get advice that makes sense for your
unique financial situation with no strings attached.
Financial
Freedom
Financial freedom means being
free from the worry and burden of how to manage the
money you earn and save. We work with you to achieve your
financial goals by providing easy-to-understand solutions
and helping you implement them.
Benefit - You get peace of mind knowing that
you have a game plan for your finances and a trusted adviser
who is there for you.
Service-Based Compensation
Liberty charges an hourly rate for services
rendered. You only pay for the advice you request and
authorize in advance. This can
save you a substantial amount
in adviser fees when compared with the traditional commission-based or
"asset management" fee structures of most
other financial advisers.
Benefit - You keep more of your hard-earned
money working for you while receiving professional financial
advice and service.
If
this sounds like the kind of working relationship you want
from your financial adviser, then give us a call today to
see how we can serve you.
We
appreciate your business!
