WHO WE ARE
At Liberty Point Solutions, we help families manage, build, and sustain wealth for current and future generations so family members can live successful and fulfilled lives. We assist clients in a variety of areas, including investment advice, tax and estate planning, risk management, comprehensive financial planning, trustee services, family coaching, lifestyle management, coordination of professionals, and philanthropic foundation management.
Our mission is “To help clients achieve a fulfilled and successful life.”
OUR CORE VALUES
Liberty Point Solutions was founded on a set of fundamental beliefs that define the culture of the organization. These six core values help guide our decision-making and ensure our business is conducted with the highest ethical standards while delivering exceptional results for our clients.
Authenticity: True to one’s character.
Commitment: The state or quality of being dedicated to a cause or activity.
Empathy: The ability to understand and share the feelings of another.
Integrity: The quality of being honest and having strong moral principles.
Purpose: The reason for which something is done or created.
Trust: Firm belief in the reliability, truth, ability, or strength of someone or something.
We have been working with Paul for over 15 years, and during that time, he has provided both professional coaching and financial guidance for our company. He is a consummate professional with great integrity and decades of experience.
We have personally grown and matured as managers and leaders due to our engagement with Paul. His depth of knowledge, insight, and experience has paid dividends. He has coached us on how to view our financials, ratios, and other relevant data to help craft strategies, budgets, and set targets.
We have been able to weather some very difficult times and have successfully overcome these challenges to the point where we have grown our company nearly 5-fold since our engagement. I attribute these successes as a direct result of our relationship with Paul. He is part of the team. We are grateful for his many years of support.