About My Practice
Integrity, Knowledge and common sense are the cornerstones of Liberty Financial Group, Inc. Tom Wargin and June Schroeder have been business partners since 1980 when a philosophy of client centered planning brought them together. They work as a team with their staff to combine comprehensive financial life planning and investment management giving clients coordinated, goal oriented strategies for achieving their objectives both financially and personally. The firm works with clients on a discretionary basis. Fees for complete financial management are negotiable, commensurate with services rendered, on a retainer or percentage basis or a combination. Hourly consultation is available for selected clients. A large percentage of their clients are single or widowed women.
Financial planning is more than planning your money, it is also planning your life. And that is what I have been striving to do for over 25 years with each of those who trust me for guidance and advice through the good times and bad.
Registrations, Licenses, Certifications & Affiliations
Life insurance: WI, Health/disability insurance: WI, Property/casualty: WI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RN
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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