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Financial Planning Services 2017-05-22T01:25:50+00:00

Financial Planning Services

It’s not enough to just consider investments when developing a financial plan. Whether developing a financial plan from scratch, or adding to a plan which is already in place, The Liberty Group gives our clients options. Some clients, needing financial planning advice in only a few areas, will choose only the topics that they find value in. For people who need topic-specific financial advice, like retirement planning or investment reviews, we offer a project-based consulting service at affordable rates. We meet with you at times that are convenient for you, and the hourly rate allows you to manage the cost. Our topic specific analysis allows us to provide recommendations for improving your financial situation that can be implemented immediately.

  • Includes projection of current and future cash flow needs. Using our financial planning software, we are able to model cash flow needs through retirement to determine how much risk you need to take with your investment to achieve your short and long term goals. This will help address the question “Do I have enough to retire?” and “How much do I need to save in order to retire?”
  • This will also analyze the consequences of changing goals (i.e. retiring early, buying a vacation home, spending more during retirement, etc.).
  • Analysis performed by a CFP®
  • This analysis will look at any potential short and long term tax savings strategies.
  • Analysis performed by a CFP®, and reviewed by a CPA.
  • Analysis of different pension options, and different Social Security planning strategies.
  • Analysis Performed by a CFP®.
  • This analysis will determine if you are on track to fund your children’s education goals. We will recommend a plan to save enough for you children’s college goals.
  • Analysis Performed by a CFP®.
  • If no retirement cash flow projection is prepared, we will make investment recommendations based on a risk profile questionnaire.
  • Our recommendations are focused on diversification and portfolio risk.
  • Investment recommendations are supplemented by in depth Morningstar analysis of individual funds, and side by side portfolio comparison.
  • Recommendations are prepared by CFP® / CIMA.
  • Assessment of current life insurance needs, as well as assessment of appropriate insurance products.
  • Analysis performed by CFP®.
  • Broad based review of all insurance (with exception of life insurance). This would cover analysis of disability, homeowners, liability, umbrella, and long term care insurance.
  • Analysis performed by CFP®.
  • Assessment of current estate documents including wills, trusts, and powers of attorney
  • If any documents need to be prepared or amended, we will draft an estate document outline which can be taken to an attorney, potentially saving hundreds of dollars in preparation expenses .
  • Analysis performed by CFP® & CTFA.

DO YOU HAVE THE RIGHT FINANCIAL PLANNER?

Depending on financial goals, some advisors may not be suitable to handle your objectives. Working with the wrong advisor can limit your access to other professionals, products, and services, increase your risk of you accomplishing your goals; which is sure to complicate matters opposed to simplifying them.

“Thorough Knowledge Empowers Sound Counsel” is a belief that Will Thomas integrates into the work he provides for his clients. As a Certified Financial Planner (known as the Gold Standard of Financial Planners), Certified Investment Management Analyst and Certified Trust and Financial Advisor, Will Thomas III, CFP® CIMA®, CTFA is able to provide the highest quality of financial planning advice & expertise to his clients.

With so many advisors to choose from, let Will Thomas & the Liberty Group narrow your search for a financial advisor down to one Advisor in Washington DC.

Contact Us Today!