Personal Financial Planning

What is financial counseling all about?

Financial counseling is communicating, planning, organizing and implementing your personal financial rescources so that you may accumulate, preserve and distribute your wealth efficiently. In this process, your financial goals are analyzed realistically in terms of your income and wealth, both present and future. From this fact finding analysis, an effective and workable plan of operation is developed.

Central to our philosophy in financial counseling is educating our clients in the process of accumulating money and cash flow efficiency through various financial environments and investments. We provide education in a non-biased atmosphere so that our clients become self-reliant in their financial decisions; allowing them to achieve their goals and personal visions through financial independence.

Libman & Associates provides these services at the highest level of professional excellence in a caring, educational manner.

We help you through the financial counseling process by...

  • Information gathering

  • Tax planning

  • Budgeting

  • Investment Analysis

  • Cash flow analysis
  • Education planning
  • Insurance planning
  • Plan implementation
  • Estate planning

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

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© Libman & Associates, Ltd. 2021, 1130 Ten Rod Road, A101, North Kingstown, RI 02852
T: (401) 583-2000 F: (401) 583-0176 E: angela@libmanassoc.com

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