Let us analyze your situation and implement sound strategies to help you meet your objectives.
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I feel the charm of existence in this spot.
Financial planning is a comprehensive evaluation of an individual’s current and future financial state by using known variables to forecast future asset values and income needs.
A process focused on devolving a personalized road map to help you build, protect and transition wealth by looking at all the areas of your financial life including retirement, tax legacy and estate planning.
Income planning is a process designed to help you determine whether your assets and existing sources of income will cover your essential expenses.
Retirement planning is an process of determining one’s retirement income needs and the actions necessary to achieve them.
A low cost financial management consulting service administered by a registered investment adviser.
Integrating ones risk tolerance and objectives with a diversified selection of actively managed investments designed to maximize returns and meet your long-term financial objectives.
Neil Greenberg, CEO
Financial Planner
Investment Advisor
Liberty United Financial offers businesses and individuals a full range of financial services. No matter the complexity of a financial situation we can address and help you implement comprehensive strategies. Our service does not stop there. As the economic conditions and your personal situation changes, we provide sensible analysis to address your current goals. This commitment to providing exceptional service is just one of the many reasons why so many people put their trust in Liberty United Financial.
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