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The Liberty Formula® Retirement System

What is The Liberty Formula® Retirement System?

A strategic, structured approach to bucketing assets to help avoid today's financial dangers and challenges.

The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile in investments and hope that it would last a lifetime.

However, today's market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we have developed The Liberty Formula® Retirement System to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (904) 834-3544