At Liberator Wealth Management, we have helped hundreds of individuals successfully retire using our innovative investment philosophy designed to help increase the probability of investing success. We believe in designing portfolios to help improve the outcomes for investors based on researched characteristics of investment selection.
For those already retired, we help to provide a sustainable income stream, while offering a measure of resilience during market declines, through our retirement fund selection criteria. At Liberator Wealth Management, we believe it is critical for investors to work closely with an advisor who uses a research-backed due diligence process to identify appropriate investments.
For those already retired, we help to provide a sustainable income stream, while offering a measure of resilience during market declines, through our retirement fund selection criteria. At Liberator Wealth Management, we believe it is critical for investors to work closely with an advisor who uses a research-backed due diligence process to identify appropriate investments.
Services
We believe that average investment strategies are not okay. We seek to build portfolios specifically to help generate greater wealth at a lower risk. There is a widely held perception that investors are better off placing the bulk of their portfolios in passive investments and settling for average outcomes.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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