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Liberty Financial Group, Inc., located in Kokomo, Indiana, does not offer, arrange, or sell loans. Calls offering loans from a company with a similar name are not from our firm. Be cautious when providing personal information. To verify a communication, contact our office directly at 765-457-1134.

Wooden bridge over a small waterfall in a lush park
Rustic barn at sunrise with wooden fence and green pasture
Tall beach grass silhouetted against a sunset sky by the sea
Historic brick building with a red roof and manicured lawn.

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Contact Us

Please feel free to contact us with any questions.

Welcome to Liberty Financial Group, Inc.

Thoughtful Financial Planning.  Confident Retirement.  Enduring Relationship.

Liberty Financial Group, Inc. provides comprehensive financial planning and investment guidance designed to help idividuals and familis make informed decisions, protect what they've built, and more forward with confidence.

Who We Serve

We work primarily with individuals approaching or already in retirement proffessionals and business owners seekeing coordinated financial guidance and familes focused on long-term planning, income, and legacy strategies.

Our Approach

Our approach begins with listening.  We develop thoughtful, customized strategies and provide ongoing review as markets and life circumstances change.

Services

Retirement planning, investment management, tax-aware strategies, estate and legacy planning coordination, education funding strategies, and ongoing advisory services. 

Why Liberty Financial Group Inc. 

Decades of experience, relationship-based service, and clear communication focused on long-term outcomes. 

Let's Start the Conversation

We welcome the opportunity to discuss your financial goals and determine whether our approach is the right fit. 

How Long Will Your Funds Last?

Determine whether you should consider refinancing your mortgage.

Estimate the future value of your current savings.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck