Financial Planning for Freedom-Loving Folks.

We get it. You value freedom. Living life on your terms.

You’ve pulled yourself up by your bootstraps to get where you are today.
Eventually you want to retire from your business or 9-5 but you aren’t 100% sure what that looks like.
Let’s figure out how to get you there.

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Look. We aren’t your old school $1,000 three piece suit wearin’ financial advisor
who speaks in industry lingo because that’s what makes us feel smart.

We’re more of a BBQ eatin’. Whiskey drinkin’. Boots and a blazer kind of advisor.
We aim to meet folks where they are to talk about what matters most and how they can plan for it.

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Does Your Financial Plan Pass The Sniff Test???

Find out now.

Click here to complete our free financial freedom plan.
You can think of it like a sampler of our full service plan.

Let’s Be Friends.

Securities and Advisory Services Offered Through LPL Financial. A Registered Investment Advisor.
Member FINRA/SIPC. 

Check the background of your financial professional on FINRA’S BrokerCheck

Asset allocation does not ensure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IN, NC, PA, TN, TX, VA. 

The opinions expressed do not necessarily reflect the views of LPL Financial.

Contact Info:

Email: roxanne@lbrtyfnc.com

Phone No.: 865.297.3650