Liebman Associates

"A Goal without a Plan is Just a Wish"
- Antoine de Saint-Exupery

Liebman Associates, Inc, are professional financial planners and can help you better define your current lifestyle needs, future goals and dreams. Following a complete needs analysis, we will develop a comprehensive, personalized financial plan specifically tailored to address your long–term goals and investment style. Once we start working together, we’ll monitor your plan and regularly review and update it to reflect changes in the financial world and your personal goals.

Your comprehensive Liebman Associates, Inc. plan will include recommendations for the following:

::::::: ::Investments
::::::: ::Life Insurance
::::::: ::Disability Insurance
::::::: ::Long term care Insurance
::::::: : College Planning
::::::: : Retirement Plans
::::::: : Estate Planning
::::::: : Charitable Reminder Trusts
::::::: : Dynasty Trusts
::::::: : Special Needs Trusts

Consider your personalized financial plan as a work in progress and that we’ll always make it work hard for you.

© 2011 Liebman Associates, Inc.

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and/or transact securities business with residents of the following states: CA, CT, IL, IN, NJ
Securities & Advisory Services offered through LPL Financial.
A Registered Investment Advisor Member FINRA / SIPC
Financial Planning offered through Liebman Associates, Inc.

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Page last updated October 2009 Disclosures :: Website by Glantz Design

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