OUR FIRM provides Fee-Only Financial Planning, Investment Management, Insurance Review & Tax planning. We have been located in the Elm Grove, WI area since 1981. Liberty Financial Group, which includes Women’s Financial, offers a team approach to Fee-Only financial planning and problem solving. We earn no commissions and sell no products.
We are also a registered investment advisory (RIA) through the SEC (Securities & Exchange Commission).
OUR MISSION is to enhance the quality of your life through sound 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 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.
We offer a free 45-minute initial consultation to determine if our services will be a good fit for your needs, and to assess a mutual comfort level in working with us on your financial life goals.
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 management only.