Liberty Ridge Wealth Partners

About Liberty Ridge Wealth Partners

Liberty Ridge Wealth Partners was built for those who serve: first responders, active military, veterans, and public employees. You’ve spent your career making critical decisions under pressure, but when it comes to your finances, especially your pension and retirement, most people are left to figure it out on their own. That’s where we come in. We help you bring clarity to the decisions that matter most. How your pension fits into your overall plan, when you can retire, how to reduce taxes, and how to make confident choices for your future. Whether you’re: • Nearing retirement and want to avoid financial mistakes • Already retired and looking to be more tax-efficient • Or early in your career and want to build a strong foundation Our focus is simple: help you understand where you are, what needs to happen next, and how to move forward with confidence. We specialize in: • Retirement timing and income strategy • Pension decisions: DROP, PLOP, plan of payment options, etc. • Tax planning in retirement and beyond • Investment strategy aligned with your goals • Risk management and estate planning This isn't generic advice. It's very specific advice for you and your family. It’s about building a strategy around your life, your career, and the decisions that will impact you and your family for years to come. Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.