Best Economic Consultant Evansville Near Me

4worldlovers: Whether you’re just starting out or already counting down to retirement, Liberty Wealth Services can help you design a suitable plan for your financial future. Our full-service wealth management program is available to anyone, regardless of membership, at no cost or obligation.

At Liberty Wealth Services, our nine financial professionals have over 125 years of combined experience in the financial services industry. We are able to help you identify major financial objectives, recommend strategies to help you pursue financial security—or simply provide a collaborative second opinion on your financial situation.

Our educators often have unique options for retirement planning. Liberty Wealth Services works to help Evansville-Vanderburgh School Corporation employees navigate the various opportunities available to them. A dedicated Liberty Wealth Services Professional will make an onsite visit to your school/building each school year to provide convenient guidance and advice regarding your retirement benefits.

Check the background of these investment professionals on FINRA’s BrokerCheck.

4worldlovers: I began my career with Edward Jones firm shortly after college graduation from Southern Illinois University Edwardsville in 2007. I was asked to be a limited partner in the firm in 2015.

My passion in this business is focused on helping educate clients about the investment world because I know firsthand how important it is. Coming from a conservative Bangladeshi family, finances were not openly discussed. I didn't realize exactly how little knowledge my highly educated father (in sciences) had in this area until I started asking questions about his own retirement plan. He admitted that he was always overwhelmed, avoided the subject and wished he had been approached by someone to help him during his early savings years.

I keep those thoughts in mind as Hilary and I serve our clients every day. Together, we focus on being efficient, proactive and learning what's important to you. Hilary and I love getting to know our clients personally to learn about their goals and dreams. As a financial advisor, I have noticed the importance of solid estate considerations, planning for retirement and income distribution in retirement. Clients can expect me to be proactive, customize strategies with our financial tools and be transparent about the cost of business.

On a personal note, I'm originally from central Illinois. My husband, Zach, is a native of Evansville and also works in the finance industry. We enjoy traveling, cooking and participating in local community events. We have a world map and a bucket list that we plan to continue working on.

Hilary and her husband, Jacob, have a son named Oakley. Jacob is a local union carpenter originally from Evansville. They enjoy being outdoors, camping, playing games with friends and the local fall festival – that is where they met. They look forward to celebrating their 10-year anniversary this upcoming year.

Edward Jones is headquartered in St. Louis and has thousands of people and many advanced tools supporting our office so that we can help you. Contact us if you are looking for personal care with regard to your finances.