INDEPENDENT ADVICE FROM A CERTIFIED FINANCIAL PLANNER™
The Liberty Advisor is a Wealth Advisor associated with Innovative Advisory Group, LLC or IAG for short. While Tim Picciott CFP(R) CRPC(R) runs a virtual financial planning practice located just outside Phoenix, AZ; IAG has its headquarters in Lexington Massachusetts. We founded our practice with a clear mission in mind – to build a practice with trust, transparency, and objective independent advice at the core of everything we do.
With over 10 years of experience and an arsenal of industry resources, no situation is too complex for us to handle.
There are many ways to make the journey from New York to San Francisco. How you travel and the path you take depends on your goals for the trip. No matter how you choose to travel, you want the trip to be cost-effective, you want to avoid unnecessary risk, and you want to reach your destination.
We use an integrated approach that marries investment planning with financial planning. We can simulate your retirement, while ideally taking the least amount of risk possible to achieve your goals.
Once we understand what clients are working towards, we help our clients manage their investments in a personal way. Our unique investment strategy uses a combination of strategic and tactical asset allocation. Strategic asset allocation is used to provide diversification. Tactical asset allocation identifies long term trends, entry and exit points.
Charitable Giving Strategies, Retirement Income and Investment Planning, – Estate Planning – Risk Management & Insurance Planning – Investment Planning – 401(k) – Plan set up and administration