"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:
::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.
The LPL Financial Registered Representative associated with this site may only discuss
and/or transact securities business with residents of the following states: CA, CT, IL, IN, NJ
& 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 ::
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