When the majority of individuals envision financial advisors, they frequently envision an individual who assists in the selection of securities or the management of investments. But Eric Felsenfeld, APMA® and managing partner at Liberty Wealth Management, believes that financial planning extends far beyond that. With more than two decades of experience, Eric provides a comprehensive approach that enables individuals, families, and business proprietors to not only increase their wealth but also to utilize it prudently and purposefully at every stage of life.
Impact of Real Life, Customized Planning
Eric’s unwavering dedication to personalization is his distinguishing characteristic. Beginning with a comprehension of your life, rather than merely your portfolio, is the foundation of every client relationship. Eric is diligent in his listening and develops strategies that are consistent with your objectives and principles, whether you are contemplating an early retirement or funding your child’s education, or safeguarding a family legacy. He is assisting you in the development of a life that is guided by confidence, clarity, and long-term stability, rather than merely managing money.
A comprehensive array of services
In addition to investment management, Eric Felsenfeld is a seasoned advisor. Included in his comprehensive set of services are:
Comprehensive Financial Planning: Eric makes a plan for your finances that changes as your life does. The plan includes budgets, cash flow, insurance, and taxes.
Management of investments: creating personalized, well-balanced funds that will help you get richer while carefully controlling risk.
Planning for Retirement: Eric assists you in the preparation of a sustainable and pleasurable retirement, rather than merely for retirement.
Estate and Legacy Planning: Protect your family’s future with tax-efficient wealth transfer strategies and legacy solutions through estate and legacy planning.
You Can Rely On Our Expertise
With decades of practical experience and the Accredited Portfolio Management Advisor℠ (APMA®) designation, Eric provides a wealth of advanced knowledge to his practice. He has rendered services to professionals, entrepreneurs, and multigenerational families with a profound comprehension of the financial landscape, as well as integrity and insight.
In contrast to advisors who concentrate exclusively on statistics, Eric prioritizes individuals. This is the reason why his clients characterize him as genuinely invested in their success, approachable, and honest. His transparent communication, regular check-ins, and no-pressure consultations guarantee that you are consistently informed, comfortable, and empowered.
Confidence Beginning Here
Planning, making proactive decisions, and attaining peace of mind are all components of working with Eric Felsenfeld instead of merely reacting to financial occurrences. The foundation of his strategy is a long-term strategy, clarity, and simplicity. Whether experiencing a significant life change or simply seeking greater financial autonomy, Eric is the dependable partner who will accompany you on your voyage.
In the frequently perplexing realm of personal finance, Eric Felsenfeld remains a guiding beacon, boasting an extraordinary client retention rate and hundreds of success stories. There’s no better place to begin if you are prepared to transcend investments and assume responsibility for your entire financial plan.
