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To make strategic, non-legal professional services available to our clients in a convenient way that can be coordinated with their legal needs, Mosteller & Holmberg, P.C. has established an affiliated practice in the area of wealth management.
Liberty Asset Management, Inc., an affiliate of the law firm of Mosteller & Holmberg, P.C. provides individual clients and families with comprehensive, holistic wealth management services.
Our mission is to be the best organization at offering high level, customized, and objective wealth management services to individuals and families with a minimum of $100,000 of investment assets.
Our innovative, customized wealth management service will integrate your financial planning and investment needs into one comprehensive program that offers "one stop shopping" for advisory services. Liberty Asset Management, Inc. professionals work in teams to create, implement, and monitor customized, holistic, financial plans that will address your investment, retirement, estate planning, multi-generational, charitable giving, tax planning, risk management, and/or education funding needs.
When a client engages us, our advice is objective -- as a fee-only provider, we receive no compensation based on product sales. We have no vested interest in the products or advisors we recommend, other than to make sure our recommendations help each client achieve their goals.
AREAS OF EXPERTISE
Our planning is driven by each client's individual situation and goals. For a quarterly investment management fee calculated as a percentage of the assets we oversee, we assist our clients with the following services:
· Investment planning
· Retirement planning
· Estate plan review and recommendations
· Multi-generational planning
· Charitable giving
· Education funding
· Cash/debt management
· Tax planning
· Stock option strategies
· Insurance needs assessment (life, disability, property and casualty, long-term-care, etc.)
· Special-needs funding
We believe that an investment portfolio is merely a vehicle to help you achieve your financial goals and as such, our advisory service goes well beyond the investment plan. We have expertise in and counsel our clients on practically all matters financial. These holistic, value-added services are critical to helping us understand our client's entire financial picture and helping them achieve their goals.
We are conveniently located in Willowbrook, Illinois, just 30 minutes from downtown Chicago. We look forward to speaking with you about your financial advisory needs. For additional information about Liberty Asset Management, Inc., please see Part II of our Form ADV that is available upon request.
To discuss how the professionals at Liberty Asset Management, Inc. can help you please call 800.569.0413.
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