At Liebert Financial Services/Wealth Strategies, LLP, we define our role as advocates on behalf of businesses, families and individuals who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. For over three decades, Liebert Financial Services has been helping people in the Lake Country Area plan and protect their financial futures.
We seek to provide a Wealth Strategy that is designed to guard against uncertainty, accumulate investment assets, and manage financial distributions. As a member of NFP Life and Benefits, Inc. an independent national financial services company, our responsibility is to provide access to those sophisticated resources.
We seek to provide a Wealth Strategy that is designed to guard against uncertainty, accumulate investment assets, and manage financial distributions. As a member of NFP Life and Benefits, Inc. an independent national financial services company, our responsibility is to provide access to those sophisticated resources.
Services
For over three decades, Liebert Financial Services has been helping families and business owners in the Lake Country Area plan and protect their financial futures. Our relationship with NFP Corp., Kestra IS and Kestra AS allows us to retain our independence while having access to state of the art financial plans and technology resources.
Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Our work covers three phases. In the Discovery phase we work together with our clients and their decision-making team to gather data, isolate and quantify potential problems.
A sound financial plan always starts with your vision of the future lifestyle, business succession and wealth transfer you ultimately would like to achieve. It is our position to be the advocate in minimizing your fears and raising your comfort level in making your vision a reality. This plan becomes the Wealth Design of your financial future.
Preparing for life's unexpected events may be the only thing that stands between financial well being and financial devastation. As such, insurance plays a fundamental role in any plan for financial security; providing an umbrella to help shield you and your family from life's storms.
By sorting through a myriad of complicated contracts and benefits, Liebert Financial Services/Wealth Strategies provides invaluable focus to obtaining the right insurance products for your circumstances.
By sorting through a myriad of complicated contracts and benefits, Liebert Financial Services/Wealth Strategies provides invaluable focus to obtaining the right insurance products for your circumstances.
Our centralized support gives us the tools and resources needed to guide you through the design, implementation, funding analysis, and ongoing administration of your executive benefit program. We have leveraged our institutional purchasing power to develop key relationships with product manufacturers so we can influence the design of unique products to meet your needs.
Reviews
Be the first to review Liebert Financial Services.
Write a Review
