Liberty State Wealth Management
Meeting the needs of individuals, families, and businesses, one client at a time.
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Liberty State Wealth Management
Business Services

Liberty State Wealth Management works with small to mid-size businesses to provide them with financial planning and consulting services. As an Independent Registered Investment Advisory firm, we are committed to building and maintaining client relationships through trust, knowledge, and exceeding your expectations.

Liberty State Wealth Management

Business Continuity Planning
  » Buy/Sell Agreements
  » Key Person Insurance
  » Coordinated Business and Personal Finance Planning
  » Business Overhead Risk Management
Executive Benefit Plans
  » Deferred Compensation Plans
  » Supplemental Executive Retirement Plans
  » Split Dollar Plans
  » Executive Financial Planning
Employee Benefit Plans
  » Group Life, Health, Disability, and Long Term Care Insurance
  » College Savings PLans (529)
Retirement Plans
  » 401 (K), Safe Harbor 401 (K)
  » Simplified Employee Pension
  » Defined Benefit Plans
  » Profit Sharing Plans
  » Uni-(K) Plans
  » Simple IRA's
COPYRIGHT 2007 LIBERTY STATE WEALTH MANAGEMENT. ALL RIGHTS RESERVED.
Securities offered through Alternative Wealth Strategies Inc., Member FINRA. Any discussion pertaining to taxes in this communication (including attachments) should not be construed as tax advice. Individuals should seek tax advice based on their own particular circumstances from an independent tax advisor. Liberty State Wealth Management is an independent Registered Investment Advisory firm.