Liberty Bell Strategies offers personal financial planning, strategic management, and small business development services that always keep the client's best interest as the top priority. The technical term for this is fiduciary responsibility; that means that we will always work in your best interest, and never sell you anything, period. If you are already doing great things, and our services are not going to make you any better off, we will congratulate you and encourage you to keep doing those great things. Our main goal is to enable self-sufficiency and help you be your best and achieve your goals, and then share that success with others that would benefit from what we do.
Our mission is to enable our clients to achieve their financial, personal, and professional goals by facilitating strategic and rational planning efforts; enacting proven, data-driven, outcome-based best practices; and always maintaining a fiduciary responsibility to the client's best interest, based on their individualized goals.
Liberty Bell Strategies is a Veteran-owned, independent small business proud of strong connections to the community we serve. We also value our independence; we are not beholden to or favor any particular business, financial institution, or product. That allows us to always work towards your best interest. Our values and principles focus on achieving the greatest good for the greatest number of individuals , and are based upon the military and public service, and private sector experiences that have shaped our perspective.