The Value of an Advisor
Our firm has become known for providing “cutting edge” financial planning and financial education courses on topics ranging from Elder Care Planning, Asset Protection, Principles of Retirement Planning, Investing in Today’s Volatile World, and Social Security.
Welcome to Liberty Advisors
Welcome to our web site. I hope you will find information here that will be helpful to you. The following is a little bit about us and how we do business.
This is my 52nd year in the financial services industry. I learned many years ago there is no such thing as the perfect product, be it an insurance policy, or an investment account. What is important to finding the best product for you and your loved ones is working with a firm that will educate and serve you, always acting in your best interest. As a fiduciary we accept the highest business standard, working in the best interest of our client or prospective client. Our fiduciary oath requires us to do business ethically, to disclose potential conflicts of interest, and to serve our clients with the highest level of integrity, and we do.
Our Firm is a fee-only Registered Investment Adviser and has been built on a culture of Nebraska values, and our goal has always been and will continue to be one of educating and serving our clients. Those that are seeking counsel and education become very capable of knowing what they want to fill their personal needs.
In this day and age of not knowing who to trust and when to trust, unfortunately, affects everyone. We would look forward to discussing your retirement plans with you and offering a second opinion at your request. I invite you to visit our website for more information, and maybe picking up a few tips while you’re here.