To help freedom loving folks, business owners in particular, get their financial plan together. We believe that the sooner you get clear about what you’ve got going on, the more options you’ve got.
In our humble opinion, the financial services industry has sometimes come up short when it comes to business owners. That is until you sell your business and have a stack of cash to invest. Then you’re sure to get some attention from advisors who are now ‘ready to help!’
We help people align their money with their values, feel confident in their plan so they can enjoy the ride along the way.
I think most folks can agree. We don’t like sneaky sh*t.
You know when that feeling in your gut that tells you something just isn’t quite right?
When I started in finance, I was blessed beyond belief to be surround by folks who were willing to answer questions, review proposals and be a sounding board. They talked about ‘doing what’s right for the client’ as one of the fundamentals in building a successful business.
As I continued asking questions and doing research, I realized there’s quite a bit of sneaky sh*t happening in the wonderful world of finance. Which explains why some folks trust used car salesmen more than financial professionals (nothing against used car salesmen!)
Liberty Financial was born.
‘Be sure you put your feet in the right place. Then stand firm.’
– Abraham Lincoln
Liberty Minded LPL Financial Advisor.
Certified Exit Planning Advisor (CEPA).
Certified Plan Fiduciary Advisor (CPFA).
What’s all that mean? That I have a special set of skills and mindset that help me understand business owners and their goals on a different level than your average advisor.
My path to becoming a financial planner has been a unique one. Fresh out of college I worked in the hotel industry as an events manager. I then ran a small business (which is a huge reason why I’m so passionate about helping business owners). But something was missing. I loved being a business owner but it wasn’t quite the right fit. After a ton of soul searching and exploring what it actually means to be a financial advisor I knew that it would be a great fit.
Outside of the office and being involved locally, you’ll find my husband and I with our pups outdoors.
We also enjoy a great meal whether that’s at home or a great local spot around town.
Cheers,
Roxanne
Securities and Advisory Services Offered Through LPL Financial. A Registered Investment Advisor.
Member FINRA/SIPC.
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Asset allocation does not ensure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IN, NC, PA, TN, TX, VA.
The opinions expressed do not necessarily reflect the views of LPL Financial.