Liberty FCU Online Banking
"I am a firm believer in taking the time to get to know my clients’ goals and fears, when it comes to their financial picture and needs. Working, one-on-one, with a client is not just a job to me, but a relationship and it’s important to understand each client individually. I love being able to educate and help people make better financial decisions."
Members of Women of Distinction 2019-2021 were recognized by CBSI, the representative’s former broker-dealer, for networking and mentorship opportunities. Based on experience, GDC, performance with their investment program, and contributions to the industry. Members of SALT 2019-2021 were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them to a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
Liberty Federal Credit Union is not affiliated with Ameriprise Financial, Inc.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendationsto help you achieve those goals. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Liberty Wealth Advisors is a financial advisory practice of Ameriprise Financial Services, LLC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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