Achieve Your American Dream!
Do you want to take control of your finances?
Do you want to feel empowered and confident when making financial decisions?
Do you want to work with a financial planner who is obligated to act in your best interest?
Do you need help starting or growing a small business?
If you said yes to any of these questions, we would be honored to serve you!
Liberty Bell Strategies offers personal financial planning services from a fiduciary role - this means that we are always working in your best interest, and never try to sell you anything. We will try to help you develop personalized solutions for all your financial needs and goals. Your priorities will always guide everything we do. We believe that sound financial planning is important for everyone and should be accessible, regardless of income level.
Do you own your own business, or maybe have a side hustle? Or perhaps you don't yet, but have thought about pursuing that dream, but don't know where to start.
Liberty Bell Strategies and our partners stands ready to support you. we offer a full spectrum of administrative support services from registering your business as legal entity to financial management and human resources.
Check out our special events page to find classes, workshops and more, designed to help educate and empower our community on topics like:
Mastering Your Money: An Introduction to Better, Simplified Personal Finance and
Understanding Health Insurance: Finding and Using a Plan That Meets the Health and Financial Needs for You and Your Family.
Liberty Bell Coins and Precious Metals buys, sells, and trades collectible US numismatic items (coins, medals, tokens) and precious metal bullion (coins and bars).
We also provide locating services as well for those harder-to-find items on your wish-list.
We offer highly competitive pricing on collectibles and extremely low premiums over spot pricing of bullion!
About Us
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
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.
Who We Are
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.