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        "excerpt": " Financial Services, Tax, Estate & Wealth Management | Liberty Group Skip to content Proud sponsor of the Protect Your Assets Giants Radio Network on KNBR Federal Employee Retirement Workshop Understand your federal benefits and how they fit into your retirement. Register for an Upcoming Workshop Take Our Retirement Readiness Quiz Call Us Today at 888.588.5818 Talk to an Advisor Home Services Financial Services for Physicians for Tech Employees Tax Planning & Prep Estate Law Federal Benefits & Retirement Who We Are Our Team Community Involvement Testimonials Important Disclosures FAQs Careers Resources Radio/Podcasts Protect Your Assets Protect Your Assets Market Briefing The Clear Cut Free Guides Videos Books Events Blog Clients eMoney Fidelity Investments Schwab Contact Request an Appointment Oakland Larkspur Walnut Creek Cupertino San Mateo Newport Beach Let’s Grow Together Privacy Policy Opt-Out × Home Services Financial Services for Physicians for Tech Employees Tax Planning & Prep Estate Law Federal Benefits & Retirement Who We Are Our Team Community Involvement Testimonials Important Disclosures FAQs Careers Resources Radio/Podcasts Protect Your Assets Protect Your Assets Market Briefing The Clear Cut Free Guides Videos Books Events Blog Clients eMoney Fidelity Investments Schwab Contact Request an Appointment Oakland Larkspur Walnut Creek Cupertino San Mateo Newport Beach Let’s Grow Together Privacy Policy Opt-Out Empowering You to Build and Protect What Matters Most We help high earning professionals and families build, protect, and optimize their wealth long before retirement. Your Strategy for Wealth, Tax, and Legacy—Built to Move With You Talk to an Advisor How We Can Help Wealth Management & Financial Planning Build a financial strategy around your goals, from investing and retirement income to long-term planning. Estate Law Create an estate plan that reflects your wishes, supports your loved ones, and prepares for life’s transitions. Tax Preparation & Planning Go beyond filing with proactive tax planning designed to help you make more informed financial decisions year-round. Real Estate Get guidance through important real estate decisions, whether you’re buying, selling, investing, or planning your next move. Liberty Group is the brand name used by affiliated companies that provide separate financial, legal, tax, and real estate services. Investment advisory services are provided by Liberty Wealth Management, LLC, an SEC-registered investment adviser. Legal and estate planning services are provided by Hollander & Hollander, P.C., a separate affiliated law firm. Tax services are provided by Liberty Tax Planners, LLC., and real estate services are provided by Liberty Real Estate Company, LLC. Each affiliated company is a separate legal entity, and engaging one affiliate does not require you to engage any other affiliate. What Sets Us Apart Because your financial future deserves more than just a plan. It deserves a partner. You're the hero of your financial story. We're here to help you write the next chapter with clarity, strategy, and support tailored to you. At Liberty Group, we help you build a retirement plan that's clear, personalized, and built to last. Learn More About Us → Your Goals Come First Whether you're focused on retirement planning, wealth building, or protecting your family, we start with what matters most to you. One Team, Full Strategy Our in-house professionals work across wealth management, tax strategy, estate law, and real estate aligned to support your goals under one roof. Solving Real Problems We help reduce the overwhelm of planning for the future with straightforward guidance on taxes, investments, and long-term financial goals. Our 5-Step Planning Process Develop We start with your story, your values, goals, and current financial situation. Diagnose We identify risks, fees, and gaps, and show you where we can help. Discover We explore thoughtful strategies that align with your goals and financial preferences. Deliver We review your plan, open accounts, and walk you through next steps. Dedicate We stay with you through reviews, updates, and lifetime support. Our Latest Resource: Smart Year-End Financial Moves Timely strategies and insights to help you make informed financial decisions Year-end planning can feel overwhelming, especially with so many deadlines and details to consider. You do not have to sort through it all on your own. We are here to guide you each step of the way. This guide was created to walk alongside you, offering clear explanations and practical steps for reviewing your taxes, investment portfolio, and estate plans. Whether it is identifying time-sensitive opportunities, rebalancing your accounts, or making charitable contributions, you will have a straightforward checklist to lean on. Our goal is to help you feel supported, informed, and ready to take action with confidence before the year comes to a close. Dow",
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