Capabilities designed to meet all your needs
Financial Advisors at Liberty Bank have the experience and resources to build unique solutions focused on your needs, such as:
- Legacy and estate
- Trust and charitable giving
- Tax planning
- Small business
- Insurance and protection planning
We’re experienced professionals in all of these areas. Not to mention, we give you the products and support necessary along with the service you deserve and have come to expect.
Our disciplined advisory process helps you develop a plan
At Liberty Bank Investment Services, we emphasize the importance of counseling, identifying your needs and concerns and building a customized financial plan designed to meet your specific objectives. Here’s how we do it:
1) Understand your needs
Your Financial Advisor gets to know you and your family while gathering information about your current situation, concerns and goals.
2) Design a comprehensive plan
Our team analyzes the information and designs solutions intended to help you reach your objectives. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to put your plan into action.
3) Implement the plan
We put the plan into motion. We execute your customized strategy using the extensive tools available to us through Raymond James.
4) Manage the plan once it’s in place
Now, we check the progress of your investments and how they relate to your goals, periodically reviewing all relevant information. We’ll work with you if we feel you have to adjust particular components of your plan as your circumstances and goals change.
Get your financial plan started today with one of our Financial Advisors.