GM Financial Group

read moreOur mission is to help our clients make informed financial decisions giving them mental freedom. With this mental freedom clients are able to focus their efforts on the things in their lives that give them purpose. Liberty Wealth Management truly distinguishes itself from our competitors because we own and operate an independent RIA firm. This critical distinction enables us to provide extensive and diversified solutions in the best interest of our clients. We are unlike most firms that mass market products and provide only limited solutions on their firms "approved product list".

read moreHe has been in the financial planning field since 1990, founding his own firm, Lehigh Valley Wealth Management, in 1997. He specializes in working. Gary S. Mayo, CFP, Wealth Advisor, began his career in financial planning as a financial advisor with American Express Corporation in 1982 and joined GM Financial Group in 1992. Gary graduated from Kutztown University with a. Charles J. Noti IV, CPA, Wealth Advisor, began his financial planning career while he was owner of an accounting firm, Kemmerer & Company.

read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.