Liebman Associates

Nancy R. Liebman, CLU, CDFA
President of Liebman Associates, Inc.
Registered Representative – LPL Financial
Investment Advisor Representative –LPL Financial
Email: nancy@liebmanassoc.com


I feel passionately about empowering women in transition to make the most of their lives and money. My goal is to assist women in developing financial independence through education and coordinated financial management.


I have learned firsthand through my own divorce experience that financial independence and control comes from well-coordinated planning. I know that it is necessary for financial and legal advisors to collaborate and communicate clearly. Integrated planning is essential to avoid piecemeal disasters and to insure that long-term goals are defined, understood, managed and achieved. With this in mind, I have developed strategic alliances with a team of experts who can assist in the process.


I take great pride in being an advisor who listens carefully to my clients’ concerns. The unique perspective and extraordinary service my company provides has helped many people over the years. I am committed to providing professional service that reflects my knowledge, competence, care and integrity. I honor the responsibility of being a trusted advisor and will deliver the advice you need as you seek a secure financial future.

Certified Divorce Financial Analyst (CDFA)

As a Certified Divorce Financial Analyst, I provide financial analysis and
recommendations as well as spreadsheets and graphs to help you
illustrate various financial scenarios for negotiations and judgments.
I can also appear as an expert witness when cases go to trial. I became a
Certified Divorce Financial Analyst after completing specialized training in
financial and tax issues specific to divorce. I keep my expertise and skill
level up-to-date through ongoing course work at The Institute of
Divorce Financial Analysts.

Chartered Life Underwriter (CLU)

Only one percent of all insurance professionals attain this distinction
after successfully completing college-level courses and rigorous
examinations through the American College in Pennsylvania. As a
CLU, I am obligated to maintain the highest ethical and professional
standards.

Education:
BA, Washington University, St. Louis MO, 1971
Masters of Education, Loyola University, Chicago, IL, 1977
CLU, American College, Bryn Mawr, PA , 1994

Former Board Member of Lilac Tree, Evanston Illinois based organization
that supports women in the divorce process.

© 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
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 January 2011 Disclosures :: Website by Glantz Design



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