Services

1st Liberty Financial assists you in developing your goals and objectives, assessing your current situation, considering available options in these changing times and developing a course of action. We then implement your action plan and set a schedule to regularly review your situation and progress.

We are independent; we are not tied to any particular insurance company. Which means that we are able to select from among the many options and companies to provide you with plan tailored for your individual and unique situation. Many others are limited to presenting you with just the plans that their company offers, but because 1st Liberty Financial is unbiased, we are able to provide you with all available options.

We provide financial help in the following areas:
         
Money Management
  
Insurance
  
Investments


•  Retirement Planning

•  Profit Sharing

•  401(k) & 403(b)

•  IRA: SEP, Simple, Roth

•  Estate Planning

•  College Planning

  


•  Individual Insurance Plans

•  Medical Insurance

•  Life Insurance

•  Long Term Care

•  Disability Income

  


•  Mutual Funds

•  Annuities: Fixed &  Variable

•  Buy/Sell Funding

•  Key Manager Agreements

 

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to acting on an investment decision.