As much as you feel you are in control of your business operations or your family's month-to-month budget, your retirement, estate and business succession plan might not be as clear as you would like them to be. How do you protect against the 5 D's - Death, Disability, Divorce, Departure, and Disqualification - of Buy/Sell planning?
The financial advisors at Liberty Financial Strategies, Wes Carr, Andy Sedora, and Jeff Emrich are passionate about helping you discover what truly matters in your financial life. You may find it beneficial to discuss with us your concerns and objectives and help you plan for the next stages of your business and personal life.
The financial advisors at Liberty Financial Strategies, Wes Carr, Andy Sedora, and Jeff Emrich are passionate about helping you discover what truly matters in your financial life. You may find it beneficial to discuss with us your concerns and objectives and help you plan for the next stages of your business and personal life.
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We believe that a commitment to listening and asking the right questions is critical to your success in our needs-based approach. That success depends largely on getting to know you so that we can understand what you value, your short- and long-term goals, and what keeps you awake at night. How do you protect against the 5 D's - Death, Disability, Divorce, Departure, & Disqualification - of Buy/Sell planning?
Liberty Financial Strategies provides business succession planning, benefits program coordination, retirement and estate planning strategies, and investment services. We serve as financial advisor to businesses and individuals in Lancaster, York, Harrisburg, and most of Central PA.
But a partnership with us is more than just looking at financial statements and numbers - it's learning and caring about your personal story, building trust, and being accountable to you.That's why our 4-step process is so important to what we do. Right from the start, we need to know where you've come from and where you want to go.
But a partnership with us is more than just looking at financial statements and numbers - it's learning and caring about your personal story, building trust, and being accountable to you.That's why our 4-step process is so important to what we do. Right from the start, we need to know where you've come from and where you want to go.
Wes is married with two sons and currently resides in Lancaster. During his personal time he is an avid reader, rides dirt bikes, and hunts. Wes attended Messiah College and received a BS in Engineering with emphasis in Mechanical Engineering. He regularly attends various educational meetings on the subjects of retirement planning, investment management, estate planning, and business succession.
Use this link to set up your online account to track your MassMutual-issued insurance policies. You can use the link to make payments, change your banking instructions or to change your contact information. Use this link to access your own personal financial vault. Through eMoney, we are able to offer you one website that connects all of your financial accounts and links them to your financial plan.
Our focus is helping you improve your quality of life through financial peace of mind. We offer a wide variety of products and services to help you solve today's personal and business financial problems and to prepare for the future. Securities offered through qualified Registered Representatives of MML Investors Services, Inc., member SIPC.
Reviews (6)
Bryan Rutt
Jan 04, 2022
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Zak Wiegand
Dec 28, 2021
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Nathan Yunginger
Feb 05, 2021
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Mike Brown
Oct 17, 2020
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Matthew Roda
Sep 12, 2020
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My wife and I trust Andy Sedora like a brother. He helps us with life insurance, disability insurance, ROTHS and more! He makes a difficult and confusing subject something we can understand. There’s no one else I would ever recommend when it comes to working with a financial advisor. As our family grows, I know we are in the best situation with Andy guiding us.
Christian Newcomer
Jan 18, 2020
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