Core Values
Our core values is our foundation and what is truly important to us. These are the principles that shape our culture and define the character of who we are. Learn more...
About Liberty Wealth Strategies
The vision of Liberty Wealth Strategies, since 1990, has been to support and train passionate financial professionals who help individuals, families, business owners and corporations with financial strategies to protect, grow, and enjoy wealth while reflecting value system, love of family, commitment to community and legacy to future generations. Learn more...
Careers
Liberty Wealth Strategies is looking for high achieving financial professionals to partner and grow with. We are dedicated to developing and investing in our associates. The training and support we provide is customized to help develop your individual strengths and unique abilities, building your business your way. It is truly an exceptional opportunity in financial services. Learn more...
Take A Bite Out Of Your Tax Obligation
Tired of expensive pension plans with high employee costs? Would you like to do something primarily for yourself as a business owner? Would you like to use tax deductible dollars to enhance your retirement income? Learn more...
Tax-Free Retirement Strategy with Permanent Life Insurance
What if you could: Provide an income tax-free death benefit for the people who depend on you? Defer taxes as your accumulated cash value grows, and potentially access that cash value using income tax-free policy loans and withdrawals, to use for retirement income or other needs? Would you be interested? 1 Learn more...
1Internal Revenue Code § 101(a)(1). There are some exceptions to this rule. Please consult a qualified tax professional for advice concerning your individual situation. The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Withdrawals up to the basis paid into the contract and loans thereafter will not create an immediate taxable event, but substantial tax ramifications could result upon contract lapse or surrender. Surrender charges may reduce the policy’s cash value in early years.
