Liberty Financial Group Inc

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Investment Advisory Service, Accountants-Certified Public, Annuities & Retirement Insurance Plans

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Today: 8:30 am - 5:30 pm

43 Years

in Business

(262) 785-1377Call Visit WebsiteVisit Website Map & DirectionsDirections700 Pilgrim Pkwy Ste 300Elm Grove, WI 53122 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Places Near Elm Grove with Investment Advisory Service

Brookfield (6 miles)
New Berlin (7 miles)
Butler (8 miles)
Waukesha (11 miles)
Hales Corners (12 miles)
Lannon (13 miles)
Pewaukee (13 miles)
Greendale (14 miles)
Sussex (14 miles)

More Info

Extra Phones

Phone: (262) 785-6655

Fax: (262) 785-6655

Payment method

cash only

Neighborhood

Other Link

http://www.libertyfinancialgroup.com

Categories

Investment Advisory Service, Accountants-Certified Public, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (262) 785-1377

Address: 700 Pilgrim Pkwy Ste 300, Elm Grove, WI 53122

Website: http://www.libertyfinancialgroup.com

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Liberty Financial Group Inc

Tax Planning
At Liberty Financial Group, tax planning is a major part of life planning and is not put off to the side. We look at taxes as a piece in your “life plan” puzzle. Each piece affects all the other pieces, your investments, cash flow, insurance planning, estate planning, college planning, etc. But we don’t let the tax tail wag the dog either!
Estate Taxes
Tax Services
Tax preparation: This service is offered, but not required, and allows us first hand to closely understand your complete return. We also work closely with your own preparer, if you so choose and use those returns to enhance our planning for you.
Income Tax

Investment Management
Jaydon was born and raised in Milwaukee, and is an avid Bucks fan. He attended UW-Stout for Plastics and Materials Engineering, as well as UW-Milwaukee for Electrical Engineering and Chemistry. He enjoys learning about investment management as well as playing sports of all kinds, with a particular interest in golf and basketball.
Mutual Funds
As the markets have become more volatile, we will use vehicles that protect us for this exposure primarily using mutual funds and ETFs. To balance that volatility, we use vehicles that utilize long-short, merger arbitrage, managed futures, commodity, currency, and tactical asset allocation strategies.
Bonds
Wealth Management
Grant began working at a wealth management firm in 2016 and knew that it was the career path for him. He graduated with dual B.A.s in Economics and Political Science, moved to the East Coast for a year, realized he belonged in the Midwest, and came back. We are glad he did! Outside of work, Grant enjoys a variety of outdoor activities but can usually be found on the golf course (best score 68). When he isn’t golfing, he enjoys travelling and hiking with his wife Amanda, who works at Versiti Organ Procurement.

Payroll Services

Financial Planning
Shannon took her fascination for math and science, and began working at LFG in 1995. She quickly climbed up the LFG ladder, realizing that financial planning isn’t just numbers. Financial planning has numbers, but also needs the scientific tools to produce theories for recommendations and acquire the interpersonal skills to relay this information.
Retirement Planning
For many people, retirement is one of life’s biggest transitions. Some have prepared well, but others are way behind because time goes by and they never seem to get around to it. Whether you are already retired and need to firm up your plan or still working and need to get started, the Liberty team is ready to be your guide to success.
Annuities
Asset Management
College Funding

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