Today’s fast-paced financial world needs clarity to build trust. To get clarity, you need to work with someone who really knows your unique financial situation. Eric Felsenfeld, APMA®, is the Managing Partner at Liberty Wealth Management and can help you with that. Eric is more than a financial advisor. He has been in the business for over twenty years and has built a name on trust, knowledge, and honesty. He will be with you for life as you work to achieve lasting security.
Customized Planning with a Goal
There is no one-size-fits-all way to plan your finances. That’s why Eric Felsenfeld takes the time to learn about the personal and financial goals of each client before making a plan just for them. Eric helps you confidently handle life’s challenges, whether you want to retire early, pay for school, or leave your family a lot of money.
He makes a plan for you that takes into account your income, spending, assets, insurance needs, and long-term goals through thorough financial planning. It’s a whole-person method that gives you order and freedom as your life changes.
Investment Management Built Around You
Eric Felsenfeld thinks that your business plans should fit with how you live, not the other way around. He builds diverse investments that combine growth and safety, taking into account your level of comfort with risk and the length of time you have to invest. When Eric helps you, you understand where your money is going and have faith that it’s working for you.
Every financial plan is carefully thought out, from active management to long-term growth strategies.
Plan Your Retirement and Your Legacy With Trust
It’s more than just saving money to plan for retirement. It’s about getting ready for a new part of life with confidence. Eric helps his clients figure out how much money they need, how long it will last, and how to get steady income in retirement. His knowledge makes sure that no detail is missed, whether it’s planning for healthcare or making the most of Social Security.
Eric Felsenfeld also helps people plan their estates and leave lasting legacies. He helps you keep your money safe, pay as little tax as possible, and make sure your assets are passed on the way you want them to be. The future of your family is safe in good hands.
A Reputation Built on Integrity
Eric really stands out because he puts his clients first. Eric gives clear help that puts your needs first. He doesn’t have any secret goals or use hard-to-understand words. His customers, who include workers, business owners, retirees, and families, always say nice things about how clear he is, how well he communicates, and how much he cares.
With over 90% of his clients coming back and hundreds of lives being changed for the better, Eric has become a trusted name in financial planning.
Begin Your Journey with Confidence
Someone who cares about both results and relationships should be looking out for your financial future. Eric Felsenfeld’s professional knowledge, individual service, and unwavering honesty make sure that you’re never on your own when it comes to your money.
Whether you’re just starting out or want to make your financial plan better, Eric Felsenfeld can help you take the first step toward ongoing peace of mind.
Set up a free meeting today and start making plans with a reason.
