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.


Financial Planning for Medical Professionals

Financial Planning for the Self-Employed