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.
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,