Scott Liberty Financial
Your Financial Health
Have you ever wondered how financially healthy you really are?
With my AI-powered financial health scoring tool—think of it like a FICO score for your finances—you’ll get a clear, objective snapshot of where you stand, where you’re exposed, and exactly what steps can help you reach your goals.
Scott Liberty Financial
Life Insurance
Most people know life insurance is important, but few realize it’s not just about protection—it’s about making sure your family’s future is secure, no matter what happens. And did you know that life insurance needs to be reviewed every five years? Changes in mortality tables and your own life circumstances can mean your policy isn’t working as hard for you as it could be.
Scott Liberty Financial
Indexed Annunities
If you have old 401(k) or IRA accounts sitting with former employers, you’re not alone. I can help you take control of those accounts, so your money isn’t left in limbo and is working toward your future. Even better, I’ll show you strategies to minimize—or even eliminate—taxes on the growth of your retirement accounts, so you keep more of what you’ve earned.
Scott Liberty Financial
Estate Planning
Worried about market volatility? I can show you ways to participate in market growth while reducing or even eliminating the risk of major downturns.And when it comes to protecting your legacy, a living trust can help your loved ones avoid probate—but only if it’s properly set up and funded. I’ll help you make sure your trust actually does what you intend.
Scott Liberty Financial
Legacy Planning
If you’re curious about your financial health, want to protect your family, or just want a second opinion, reach out. No pressure—just real answers, and a path to peace of mind. If you know someone who could benefit, feel free to share this.Let’s see where you stand—and how we can get you where you want to go.