Want a fee-only, fiduciary advisor that listens and truly cares about what is important to you?. Since 1981, we have been putting clients first. As a fee-only planning firm we are paid by our clients only. We sell no products and accept no commissions, referral fees, or outside compensations. Operating under the fiduciary standard we provide pure, financial planning and investment recommendations in the best interest of our clients.
We charge for our time, planning advice, and portfolio management only. As a result, our Liberty Financial Group team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge, and common sense. We are located in the Town Bank building on Watertown Plank Rd. on the second floor in suite #203.
We charge for our time, planning advice, and portfolio management only. As a result, our Liberty Financial Group team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge, and common sense. We are located in the Town Bank building on Watertown Plank Rd. on the second floor in suite #203.
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Check back regularly for the latest financial news, market updates, Wisconsin community news, and more! Politics aside, October has the reputation of being the beginning of crashes and depressions. We have all heard stories of the crash of 1929 starting on Black Friday. I remember Black Monday 1987 when the Dow dropped 22% in one day.
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