OUR FIRM Liberty Financial Group, Inc. located in Elm Grove, WI, which includes Women’s Financial Services has been providing a team approach (See our Who We Are Link) to Fee-Only (no commissions) Financial Planning, Investment Management, Insurance Review & Tax planning, since 1981. We are also a registered investment advisory (RIA) through the SEC (Securities & Exchange Commission). 

 
OUR MISSION To enhance the quality of your life through financial management by helping you articulate and prioritize financial life goals.  To accomplish this, the guiding principle will be the understanding that Financial Planning is more than planning your money.  It is also planning your life.  We seek to provide you whatever it takes to get "there" - wherever your "there" may be.

OUR CLIENTS We offer a free 45-minute initial consultation to determine if our services will be a good fit for your needs, and to assess your comfort level in working with us on your financial life goals. Our clients usually have no desire to manage their financial affairs on a daily basis, but want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial.

 

ALERT: While we have clients in many locations, we have only one location ourselves and that is in Elm Grove, WI, USA.  We have no affiliation with a Canadian company.   We sell no products, nor do we do debt consolidation or offer credit cards or mortgages.  We charge for our time, planning advice and portfolio managment only.