Products & Services

There are many financial products in the market, and so choosing the ones that address an individual client’s needs can be complicated. Informed decisions about the products in any portfolio can be made after an assessment of individual needs. After meeting to do this, you should be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. We provide comprehensive strategies to address the needs of our clients.

We offer access to the following Products and Services:

• 401(k)/ 403(b) retirement plans and Individual Retirement Accounts (IRAs)
• 529 qualified tuition plans
• Stocks
• Bonds
• Mutual funds
• Exchange Traded Funds
• Unit Investment Trusts
• Corporate Trustee Services*
• Cash and Banking Solutions
• Market-Linked CDs
• Fixed Income/Rate Investments
• Fixed Annuities
• Variable Annuities
• Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Charitable Remainder Trusts*
• Charitable Lead Trusts*
• Hourly Consulting Program (includes the following):
  • Tax Planning
  • Investment Planning / Asset Allocation
  • Retirement Planning
  • Estate Planning
  • Cash Flow/ Budgeting / Debt Payoff Planning
  • Business Planning
  • Education Planning
  • Insurance Needs Planning
  • Personal Financial Planning

*Liberty Bell Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.