Welcome to Liberty Group, LLC
We invite you to discover and experience the power of our financial solutions. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. No one strategy fits everyone, which is why every client gets our individualized attention—from planning to execution to follow-up.
Liberty Group's main function is to assist our clients in establishing and achieving their financial goals.Learn More
Come to a Seminar
Find out how you can simplify your retirement planning and protect your assets and estates!Learn More
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Knowing your options when a CD matures can help you make a sound investment decision.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to help determine life insurance needs to provide for your family after you pass away.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Are Real Estate Investment Trusts right for your portfolio?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.