In this contemporary world, financial freedom isn’t a matter of money—it’s about being in charge, seeing clearly, and having confidence with each financial move you make. With more than twenty years of helping professionals, families, and entrepreneurs achieve financial stability, Liberty Wealth Management’s Managing Partner, Eric Felsenfeld, has facilitated lasting success for hundreds of clients using a formula for one compelling purpose: lasting success. Based on his trusted “Financial Freedom Formula,” he supports the well-being of each client by laying the foundation with four core pillars for enduring success.
Here are the 4 core pillars of long-term success:
Pillar 1: Personalized Financial Planning
Get started on the path to true financial freedom with a plan. Eric Felsenfeld tackles financial planning from all angles, starting with a thorough understanding of your present financial situation, living goals, and long-term goals. It doesn’t matter if you want to retire early, pay for your child’s college, or pass on your wealth to future generations; Eric creates custom plans that change as your life does. With a Certified APMA® title and a history of success, Eric makes sure that every plan is clear and applicable.
Pillar 2: Strategic Investment Management
To get rich, you don’t have to take crazy chances; you just have to make smart, planned decisions. Eric Felsenfeld creates unique plans for each client at Liberty Wealth Management based on their risk level and long-term goals. Diversification, knowledge of the market, and hands-on management are some of the ways Eric helps his clients grow and protect their assets, even when the market is unclear. His method strikes a balance between chance and safety, which gives clients peace of mind as they work towards their goals.
Pillar 3: Future-Focused Retirement Planning
Not everyone ends up in the same place when they retire. It’s a complicated trip that needs careful planning and constant changes. Eric’s plans for retirement include a lot more than just savings accounts. He helps his clients figure out how much money they need, how long their money will last, and the best ways to make money in retirement. Whether you’re nearing retirement or in your prime working years, Eric Felsenfeld makes sure you have enough money for every stage of life.
Pillar 4: Legacy & Estate Planning
The last point isn’t just about money; it’s also about having a purpose. Eric helps his clients protect their wealth for future generations by carefully planning their wills and estates. Eric makes sure that your values and goals are passed on by doing everything from lowering your tax bills to planning how to distribute your assets. His personalized estate plans help his clients leave behind more than just money and things; they leave behind financial protection and knowledge.
Conclusion: Building Your Path to Financial Freedom
Long-term financial success doesn’t just happen by chance; it takes careful planning, focused spending, and advice from professionals. The four aspects of the Financial Freedom Formula—personalized planning, smart investment, being ready for retirement, and protecting your legacy—make it clear and easy to move forward.
Eric Felsenfeld is more than just a financial planner. With his years of experience, focus on clients, and dedication to results, you get a committed partner on your path to financial understanding and confidence. Know that you have a trusted planner by your side the whole time as you take the next step.
