2015 Five Star Wealth Manager Can You Retire? The Power of Tax-Deferred Growth The Cycle of Investing

Welcome to Ivana Liberatore CPA, CFP® & Associates

Successful financial planning* needs to be centered around you and your personal financial needs.

Planning for the future allows you to know where you're headed and feel confident in where you stand in relation to your goals and intentions.

At Ivana Liberatore CPA, CFP® & Associates, our mission is to help you create a plan to pursue your vision of the future using tax and financial planning strategies. As both a tax and financial planning+ firm, we are uniquely qualified to help you with all of your financial needs. 

We will work with you, step by step, towards the destination of your goals through the creation of a financial plan+ with a tax efficient strategy personalized for you. We can provide valuable information and strategies to help you make important decisions during all of the many changes and milestones of life, such as:

  • Planning for retirement
  • Creating an estate plan
  • Financing a college education
  • Planning for special situations
  • Managing family risk
  • Starting a business 

*These services are offered by both Ivana and Laura Liberatore through their affiliation with HD Vest Investment ServicesSM  + This service provided by Ivana Liberatore through her affiliation with HD Vest Advisory ServicesSM.

Do you have a tax expert to help you through the 2015 tax changes?

We will make sure you take every deduction and credit allowable under the law.

Learn more

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

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Investment Strategies for Retirement

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16 Wall Street Cliches in 60 Seconds

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Suddenly Single: 3 Steps to Take Now

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Do You Feel Lucky?

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