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Liebert Financial Services, LLC

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Liebert Financial Services

At Liebert Financial Services/Wealth Strategies, LLP, we define our role as advocates on behalf of businesses, families and individuals who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

For over three decades, Liebert Financial Services has been helping people in the Lake Country Area plan and protect their financial futures.   We seek to provide a Wealth Strategy that is designed to guard against uncertainty, accumulate investment assets, and manage financial distributions.

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Wealth Strategies

As a member of NFP Life and Benefits, Inc. an independent national financial services company, our responsibility is to provide access to those sophisticated resources.  With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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