Liberty Group LLC

Liberty Group LLC At Liberty Group, LLC, we believe everyone should be able to live the retirement they’ve always wa

Many people spend years preparing to transfer their wealth, but very little time preparing the people who will receive i...
09/02/2026

Many people spend years preparing to transfer their wealth, but very little time preparing the people who will receive it.

Sometimes the conversations your family remembers become just as valuable as the inheritance itself.

Our latest blog explores five common wealth transfer mistakes and how meaningful conversations today can help reduce confusion tomorrow.

Read the full article: https://libertygroupllc.com/5-wealth-transfer-mistakes/

529 plans have become more flexible over the years, but many families aren't aware of all the options that may be availa...
09/02/2026

529 plans have become more flexible over the years, but many families aren't aware of all the options that may be available.

Whether you're saving for a child, grandchild, or another loved one, understanding how these accounts work can help you make more informed planning decisions.

This College Savings Month, take some time to review your strategy and learn what's possible.

Life insurance is often purchased for one reason, but over time, its role can change.Depending on your goals, it may hel...
09/01/2026

Life insurance is often purchased for one reason, but over time, its role can change.

Depending on your goals, it may help provide liquidity for your estate, support a surviving spouse, equalize inheritances, or leave a charitable legacy.

This Life Insurance Awareness Month, it's worth asking whether your current coverage still fits your overall financial plan.

What most people don’t realize… The time between roles can create planning opportunities. A lower-income year may change...
09/01/2026

What most people don’t realize…

The time between roles can create planning opportunities.

A lower-income year may change how certain tax decisions are treated.

You may have more flexibility than you think.

But those opportunities don’t last forever.

We put together a checklist:
Laid Off? 10 Financial Decisions to Make Before Your Next Role

It walks through what to consider while that window is open.

https://libertygroupllc.com/laid-off-10-financial-descisions-to-make-before-your-next-role/

Choosing a trustee, executor, or power of attorney is about more than picking the person who's "good with money."Family ...
08/31/2026

Choosing a trustee, executor, or power of attorney is about more than picking the person who's "good with money."

Family dynamics, communication, and willingness to serve all matter.

Our newest blog explores why this decision is one of the most overlooked causes of future family conflict and how to make it with greater confidence.

Read the full blog here: https://libertygroupllc.com/5-wealth-transfer-mistakes/

Preparing for retirement isn't only about reaching a savings goal. It's also about making sure your investment strategy ...
08/31/2026

Preparing for retirement isn't only about reaching a savings goal. It's also about making sure your investment strategy continues to support the life you want to live.

As retirement gets closer, it can be helpful to revisit whether your portfolio still aligns with your goals, timeline, and comfort with risk.

A conversation with your advisor may help you better understand how your investments fit into your broader retirement plan.

Many families spend years preparing their estate plan but never explain the thinking behind it.Without those conversatio...
08/28/2026

Many families spend years preparing their estate plan but never explain the thinking behind it.

Without those conversations, loved ones may be left interpreting decisions instead of understanding them.

Sharing your goals, introducing your trusted advisors, and explaining the purpose behind your plan can make a meaningful difference for the people you'll one day leave it to.

Read our latest blog to learn why communication is one of the most important parts of a successful wealth transfer plan.

http://libertygroupllc.com/why-wealth-transfer-is-about-more-than-money/

Join us in wishing a very Happy Birthday to Claire! 🎉We hope your day is filled with laughter, great company, and plenty...
08/28/2026

Join us in wishing a very Happy Birthday to Claire! 🎉

We hope your day is filled with laughter, great company, and plenty of reasons to celebrate. Wishing you a wonderful birthday and a year ahead filled with happiness, good health, and memorable moments.

What most people don’t realize… After a layoff, financial decisions don’t happen in isolation. What you do with your sto...
08/27/2026

What most people don’t realize…

After a layoff, financial decisions don’t happen in isolation.
What you do with your stock options can affect your taxes.
Your tax decisions can impact your cash flow.
Your cash flow affects how long your runway lasts.
Everything starts to connect.

We created a checklist:
Laid Off? 10 Financial Decisions to Make Before Your Next Role
It helps you see how these pieces fit together before making decisions.

https://libertygroupllc.com/laid-off-10-financial-descisions-to-make-before-your-next-role/

One of the biggest concerns people have as retirement approaches is simple: "Will my money last?"It's an important quest...
08/27/2026

One of the biggest concerns people have as retirement approaches is simple: "Will my money last?"

It's an important question, but the answer isn't based on your account balance alone.

Your retirement income strategy, expected spending, healthcare costs, taxes, and how long your savings may need to last all play a role in building a sustainable retirement plan.

Taking time to ask the right questions today can help you make more informed decisions for the years ahead.

Address

411 30th Street
Oakland, CA
94609

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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