Partnerships 2017-05-23T02:41:13+00:00

Partnerships

As a true Financial Planning Professional, Will Thomas incorporates specialists from other areas to assist in the overall Financial Planning process.

The Liberty group only works with individuals who are proven leaders with identifiable credentials in their field; professionals who have expertise and specialize in their field.

And due to the trusted relationships that Will Thomas has with his partnerships, Liberty Group clients referred to his network of professionals often have access to complimentary consultations; again, delivering piece of mind and confidence in the counsel Liberty Group Clients receive.

Partnerships Include:

  • Estate Planning Attorneys
  • Certified Public Accountants
  • Business Litigation Attorneys
  • Business Evaluation Agencies
  • Trust Companies
  • Elder Care Agencies
  • Business Consultant Firms
  • Mortgage Loan Officer
  • Reverse Mortgage Lenders
  • Relocation Companies

FINANCIAL QUESTIONS ABOUT PARTNERSHIPS IN D.C.?

ASK AN EXPERT

Decide. Plan. Execute.

OUR PRACTICE AREAS

column2-image1Investment Management

column2-image1Financial Planning

column2-image1Retirement Planning

column2-image1Tax Preparation

column2-image1Elder Law & Estate Planning

column2-image1Financial Services

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!