211 W Sealy, Ste 4
Alvin, TX 77511
Is Your Financial House in Order?
Today, seniors are living much longer and this means their money has to go a lot further than they ever planned that it would have to in the golden years. This is good news! Let’s do a “pre-inspection” to see just how prepared you are for certain financial intruders such as incapacity, long-term disability, higher taxes, stock market volatility, and hyper inflation just to name a few.
Having an in-depth understanding of your needs and goals is a fundamental process to the way we work with you. Your unique values and goals will guide us as we go through the financial planning process with you. We take the time to get acquainted and discuss mutual expectations. Your situation is unique. Financial planning isn't simply about numbers. We thoroughly review your entire financial and estate planning situation and ask thought-provoking questions.
We change the way clients and advisors measure success in the financial industry. It's about relationships, not transactions!
We provide counsel so that our clients have the peace of mind in knowing their strategies are consistent with their values and objectives. We focus on the process instead of products, separate facts from opinions and spend our resources on world class service.
We will get acquainted, discuss mutual expectations, identify your particular values & objectives, discuss bias regarding pros & cons of alternative strategies, implement a practical course of action and monitor & modify as life and/or laws change.
At Liberty Road, financial independence is a way of life!
"I consider it a privilege to help my clients create a more secure financial future allowing them to fully enjoy their wealth while guarding against outliving their retirement savings."
Advisory services offered through Capital Asset Advisory Services, LLC, a registered investment advisor.
Copyright 2014 Liberty Road Financial Services, Inc.. All rights reserved.