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 Workshop
Find out how you can simplify your retirement planning and protect your assets and estates!Learn More
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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."
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tips to avoid checking in luggage on your next vacation.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?