Personal Financial Planning

​Liberty Bell Strategies offers personal financial planning services on a fee-only or hourly rate basis. This means that we are always working in your best interest, and never try to sell you anything. We will help you develop personalized solutions for all of your financial needs and goals. Your priorities will always guide everything we do. We believe that sound financial planning is important for everyone, regardless of income level.

Liberty Bell Strategies can help you:

•  Develop a individual/household budget

• Pay off debts like credit cards, student loans, vehicle loans, mortgages, and more

• Save for short term goals like vacations, a new(er) vehicle, or house down payment

• Save for long term goals like retirement and children's education

• Select appropriate and efficient investments for savings goals

• Evaluate your insurance needs

• Draft estate planning documents

• Automate your personal finances to simplify and reduce stress

• Show you how you can spend money on the things you really enjoy and do so guilt free

Please check out the links below for some free information and more about by approach to advising!