Welcome to Liberty Partners Financial Services, LLC

 

Liberty is a privately owned Broker Dealer serving the needs of Independent Registered Representatives, Independent Financial Advisors and their customers. We do this by providing unbiased, comprehensive and low cost investment solutions, superior technology and friendly people. The owners, managers and employees of Liberty are dedicated professionals who understand the securities business and have spent nearly 26 years learning to do it right.

Whether you're an investor looking for a great firm--or an advisor looking for a new and exciting opportunity--we have the solution for you. 

Again, welcome to our website and we ask that you take your time, look around and then contact us with any questions or comments. 

 

Investment Products: Not FDIC Insured  May Lose Value  No Bank Guarantee

 

 

 
   

 

 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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