Liberty Financial Group, Inc

Liberty Financial Group, Inc. is a fee-only, fiduciary financial planning team in Elm Grove, WI. Founded in 1981, Liberty puts our clients first and provides many facets of planning one’s financial life, including, but not limited to, retirement planning, investment management, and tax planning.  Liberty takes pride in serving as a personal guide, leading our clients to achieve their unique financial life goals and aspirations.  We abide by the best interests of our clients first, above all else.

Whether you are already retired and need to firm up your plan or are still working and need to get started, the Liberty team is ready to be your guide to success. Our goal at Liberty is to partner with you to help you achieve your ideal retirement. We believe financial planning is more than managing your money; it’s also managing your life.

We are investors, not day traders. We go beyond investment advice and portfolio management to understand what is important to you, so we may build a personalized financial plan that continues to evolve with life’s twists and turns. There is no “one size fits all” roadmap to one’s financial success. It is our goal to help you understand, feel secure, confident, and capable every step of our path together.

Coordinating tax planning with investment management provides the opportunity to make decisions about savings plans, investment allocation, fringe benefits and more. Our team analyzes all aspects of your situation and works with you to use the tax code to your advantage.

Liberty will guide you through your financial decisions with integrity, knowledge and common sense. At Liberty Financial Group, we thrive on managing all aspects of your financial life to give you the best opportunity to be prepared for now, tomorrow, and the future.

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Advisors at this Office

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This Office

700 Pilgrim Pkwy Ste 300 Elm Grove, WI 53122-2064 Phone: (262) 785-1377

Primary Office

700 Pilgrim Pkwy Ste 300 Elm Grove, WI 53122-2064 Phone: (262) 785-1377