FINANCIAL PLANNING SERVICES

LibertyCrown offers financial planning concierge services so you can focus on what is truly important, your family, not a product.  We understand there are a lot of things that affect your finances if you are a medical professional or business owner. Thus, we assist you in maximizing your happiness by aligning your spending with your goals, desires and wants. Here is a few items we address.

  • spending habits

  • purchasing a house

  • employee benefits

  • divorce

  • remarriage

  • children

  • taxes

  • college

  • pre-retirement

  • post-retirement

  • real estate investing

  • and entrepreneurship

Our service is to tackle all things that affect your finances and provide you with options and solutions to address your financial concerns.

 

As a client, you get your own personalized financial portal so you can consolidate all of your finances with one login.

 

Financial Planning for Medical Professionals

Financial Planning for the Self-Employed