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?

More Calculators →

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

More Newsletters →