Get On the Road to Success
You’re on the fast-track to success, but you aren’t seeing the benefits just yet. You’re working hard. Saving money. You know you could be doing more to secure your financial future, but you aren’t sure who to trust…
There’s a lot of investment information out there, but you don’t have the time to analyze it all. You’re skeptical about banks and the financial sector. You just aren’t confident that their investment strategies are the right ones for you.
You want to get started, but you’re just not sure where to begin.
At Liberty International Investment Management, we understand how hard it can be to start investing in your future, while juggling the obligations and necessities of the present. That’s why we love helping young investors navigate the investment landscape, while gently guiding the way forward, with solid, time-tested strategies tailored to your unique goals and aspirations.
We don’t impose mandatory minimum investment amounts. We don’t offer one-size fit’s all investment products. Instead we specialize in customized investment planning that grows with you as you advance in your career.
How It Works:
- Our Investment Strategy Starts with You
At Liberty International we understand that the measure of our success is your success. That’s why we focus our first discussion on you. Your plans. Your goals. Your hopes and dreams for your life, your family and beyond.
- Crunching the Numbers
We know you’re just getting started, so you won’t have a lot to invest right now. That’s okay. We’ll start where you are by analyzing your current income, savings and any investments you currently have.
- Your Customized Investment Plan
After we’ve discussed where you are and where you’re going, we’ll lay out a comprehensive plan, customized to your needs. We’ll also talk about ways to increase the money you invest over time to maximize your portfolio over the long haul.
- Ongoing Communication Is Key
We’ll meet with you twice every year to go over your investment plan and make adjustments. In between scheduled reviews, we’re always available to answer your questions or help you make financial decisions that could affect your long-term plans.
You’ll also receive our quarterly newsletter that provides an overview of market conditions, our current strategies and educational articles to help you become a better investor over time.
If you’re ready to look at your financial future with confidence, we’d love to talk with you!