Your Dreams Matter
At Libertas Financial Partners, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
Ring in Prosperity Process
Income, safety, growth, wealth transferal — to achieve a truly sound financial strategy, these four areas are interlinked. Each is top of mind in our Ring in Prosperity Process, where we’ll craft the holistic and customized plan that’s right for you.
Hover over each item to read more about that ring.
Income
Income
We will help you think through retirement and long-term planning to help you build a tax-efficient income plan that allows you to maintain the lifestyle that you want to lead and minimize the effects of market volatility.
Safety
Safety
We know markets can be volatile. We will help you explore options that can introduce safety into your plan, so you are not relying solely on market returns for income and growth.
Growth
Growth
Your assets need to grow, but what rate of return is necessary to achieve your goals? By stress testing your current portfolio, we can help you establish a personal benchmark to help ensure you are not taking unnecessary risk.
Wealth
Transfer
Wealth Transfer
With some planning, you can leave a legacy for those who mean the most to you. Effective wealth transfer planning can help you give more to beneficiaries and charity while paying less in taxes to the government.
Income, safety, growth, wealth transferal — to achieve a truly sound financial strategy, these four areas should be interlinked. Each is top of mind in our Ring in Prosperity Process, where we’ll craft the holistic and customized plan that’s right for you.
Income
We will help you think through retirement and long-term planning to help you build a tax-efficient income plan that allows you to maintain the lifestyle that you want to lead and minimize the effects of market volatility.
Safety
We know markets can be volatile. We will help you explore options that can introduce safety into your plan, so you are not relying solely on market returns for income and growth.
Growth
Your assets need to grow, but what rate of return is necessary to achieve your goals? By stress testing your current portfolio, we can help you establish a personal benchmark to help ensure you are not taking unnecessary risk.
Wealth Transfer
With some planning, you can leave a legacy for those who mean the most to you. Effective wealth transfer planning can help you give more to beneficiaries and charity while paying less in taxes to the government.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Ready To Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.