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INSURANCE SERVICES FIRMS

Liberty Capital Management, Inc.

Liberty Capital Management, Inc. is a Registered Investment Advisory firm providing financial planning and asset management for individuals and corporations within a uniquely personalized philosophy and environment. We take pride in the fact our Clients consider us their trusted advisors. Our Clients know we will always strive to fulfill their very highest expectations.

We provide a wide range of custom tailored services for our Clientele including:

  • Investment Management and Research
  • Financial Planning
  • Employee Benefit Plan design

401(k), 403(b) and other Qualified Retirement Plans
Group, Life, Medical, Dental and Long-Term Disability

  • Business Continuation Planning
  • Executive Compensation Strategies
  • Estate and Tax Planning
  • Charitable Gifting Tax Reduction Strategies
  • Personal Insurance (Life, Long Term Care, Disability)

For more information contact:

Christopher Kelly
ckelly@libertycapitalmgt.com
  www.libertycapitalmgt.com
949-253-5954 ext. 203

 

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