• Find out if we are a fit for you

    Email:        info@lfgwi.com

    Phone:       262-785-1377

    Toll-Free:  1-877-750-1377

    Address:   700 Pilgrim Pkwy
                     Suite 300
                     Elm Grove, WI 53122

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  • Want a fee-only, fiduciary advisor that listens and truly cares about what is important to you?

    Want your assets managed individually, rather than in a boiler-plate model?

    Since 1981, we have been putting clients first. Our team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge and common sense.

    As a result Liberty Financial Group provides pure, unbiased financial planning advice that serves your interests best, not ours.

    Contact us to discuss our free-initial 45 minute consultation today!

    Financial Planning Services Overview

    Retirement Planning

    Retirement Planning

    Most people plan to retire sooner or later. What is your vision of retirement? Have you saved enough? Are you confident of your future? Let's plan it together.

    Financial Life Planning

    Financial Life Planning

    We integrate your values, priorities and concerns into the process of financial planning helping you to make choices that support your life vision and goals, for today and for tomorrow.

    Links to Our Affiliates