Liberty Financial Group is a boutique tax, insurance, and retirement income planning firm based in Flemington, New Jersey. The firm helps clients prepare for their financial future through a range of services intended to support their retirement planning in one place. Its approach is designed to reduce duplicated effort, save clients time, and help manage overall costs, fees, and expenses. The team reports a collective four decades of experience and describes its style as “Main Street, not Wall Street.”

Liberty Financial Group guides clients through multiple stages of the financial lifecycle, with planning that can include creating lifetime income, addressing taxes, and considering Roth conversions. Its offerings also include life insurance and other insurance options, as well as annuities. The firm works with partner businesses to help address clients’ needs and invites prospective clients to request a complimentary consultation or insurance quote. To share financial insights, Liberty Financial Group produces a weekly radio segment and the podcast The Real Retirees of New Jersey.