Liberty Financial Strategies

Financial Advisor
Lancaster Pennsylvania 17601

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Confident decisions. Smart financial strategies.

Contact Information

  • Financial Services
  • Liberty Financial Strategies
  • Year Established
  • 2001
  • Online Social Profiles
  • Phone Number
  • (717) 569-6369
  • Location
  • 114 Foxshire Dr
    Lancaster, PA 17601
    United States

Company Details

  • Hours of Operation
  • Mon-Fri 8:00am-4:30pm

More About Liberty Financial Strategies

Liberty Financial Strategies is a comprehensive financial advisory firm in Lancaster, PA who is passionate and committed to the special needs of business owners and individuals. Our customized financial programs are designed to help you strengthen your business, conserve wealth, and plan for your financial future.

Our team of financial advisors and Certified Financial Planners (CFPs) provide custom financial strategies to help you meet your personal financial goals. If you are at the point of retirement, or considering retiring, we can assist you in turning your goals and objectives into a tailored financial plan. Depending on your needs, this can include life insurance, retirement accounts, wealth management, long-term care needs, charitable giving, and estate planning. Our insurance agents and financial planners can provide recommended financial and investment products to help you best meet your financial goals for you and your family.

At Liberty Financial Strategies, we offer business planning and consulting services to help owners and managers at key intersections in the life of their company. We specialize in supporting closely-held and family-owned businesses as they prepare for business succession, retirement of key individuals, buying a new business, or selling the current one. Our team will work with you to develop plans that can help sustain the business during a transition. With our guidance, you can also establish employee benefit programs that will help you better attract and keep the right talent for your company, including life insurance, profit sharing, and retirement programs.

Since 2001, Liberty Financial Strategies has helped Lancaster County residents and businesses make confident decisions with smart financial strategies. Our team of financial planners, brokers, and consultants meet with clients at our office on Foxshire Drive, right off Fruitville Pike and close to Overlook Park.

To see if we are a good fit to help you meet your personal or business financial goals, schedule a no-obligation consultation by visiting our website or calling our office at (717) 569-6369.

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Lancaster Pennsylvania 17601