The Vault

WHO WE ARE

LBG Advisor (AKA Liberty Benefits Group LLC) an investment advisory firm offering personalized and sophisticated wealth management services previously reserved for the ultra high net worth families. We are on your side with transparent, understandable and comprehensive advise. Our experienced professionals are ready to help you develop a strategy that is understandable and concise. In addition, our custodian relationships offers the latest in technology and brokerage account services. Let us manage the difficult responsibilities so you can enjoy the benefits and rewards of success.

Efficient

Our state-of-the-art infrastructure extracts efficiencies out of trading, capturing more profits for you.

Automated

We harvest tax losses, capture profits, and rebalance your portfolio automatically.

Holistic

Sophisticated, high-touch, comprehensive wealth management, and legacy strategies that are sensible.

ABOUT US

Good things happen when technology and financial service veterans come together.

The founders of LBG Advisor have one goal in mind… To build a better money management experience for families. Our firm utilizes cutting edge technology combined with objective financial advice allowing us to navigate through the maze of financial planning. We believe this is the best way to empower families in managing their money.

 

With our client-centric business model, LBG Advisor is fundamentally altering the traditional financial services landscape. Our high touch wealth management system and holistic legacy planning strategies, provide the necessary  tools to grow your assets. Ask yourself these three simple questions presented on the right. Score yourself 1-100%. Navigating your retirement may allow you to enjoy more today and leave more for your loved ones tomorrow.

 

We believe in the power of technology to change the financial industry, making it more accessible, affordable, and transparent. A combination of the right tools, investment research and custodian platforms make client objectives more achievable.  This personalized approach can simplify the difficulties associated with wealth management, while providing peace of mind your family.

Graph Is For Illustration Purpose Only Your Results May Vary
Are You Seeking Guidance0%
Are Your Retirement Expectations On Track0%
Are Your Retirement Goals Achievable0%

OUR TEAM

J Darren Goodman

Sr Investment Advisor

Drofn Goodman

Administrative Director

Craig D Sweeney

Planning Coordinator

INVESTMENT QUOTES

SERVICES

PORTFOLIO DESIGN

Tailored to your personal core values, goals, needs, time horizon, and risk tolerance.

WEALTH MANAGEMENT

Growing assets efficiently while providing for life's changing needs.

ASSET MODELING

Effect diversity among asset classes. Hedging against risk and balancing reward.

RETIREMENT

Selecting the right type of retirement account. IRA's, 401k, SEP, Roth, DBP's, 403b

INCOME

Effect distribution systems creating income streams for a lifetime.

INCORPORATE

Discover the many benefits of corporate structures. Determine the structure that accommodates your business model.

ESTATE

Analyze your present and future tax liabilities. Create efficient and economical asset transfers.

TRUSTS

Trust instatement provide for special needs, philanthropy, probate avoidance and enhanced asset transfers.

LEGACY

How do you want to be remembered? Endowments and multi-generational systems for wealth distribution.

CLIENTS WANT FROM A FINANCIAL ADVISOR

FROM OUR BLOG

  • Average Retirement Age Leveling

    A report released in March by the Center for Retirement Research at Boston College studied labor force participation rates for men and wome...

  • College Savings in 2015

    529 plans are one of the best ways to accumulate compounded, untaxed returns, but there are some other solid pathways to college savings Pa...

  • Mutual Funds Great Comeback

    Average returns in the six major fund groups have topped 21% a year since the worst of the financial crisis. Sometimes, it’s worth relivi...

FACTS

68

MUTUAL FUNDS IN 1940

15.2

TRILLIONS IN US FUNDS

81

1915 DOW GREATEST RETURN %

117

LONGEST BULL MARKET IN MONTHS 1990-2000

PROCESS

Our objective is to help you build a superior and personalized investment approach.  We understand your needs and focus on your priorities. We monitor capital markets and global events taking into account their impact on your investment portfolio.

  • IDEA

    Success starts with an idea. What does retirement look like to you? How much money will you need? How long will your portfolio have to last? Will you have enough income to realize your retirement dreams?

  • CONCEPT

    Discover various types of investments and understand suitable characteristics. Know which investments to avoid and understand realistic expectations?

  • DESIGN

    Client-centric investment strategies must be cohesive, sensible, and transparent. A coefficient strategy keeps asset overlapping minimal while balancing risk and reward.

  • DEVELOP

    Holistic approach aligned by your goals and needs. Develop an ensemble of asset classes that are profitable, promising and out pace major indices.

  • TEST

    Back test recommendations for provability, profitability, and the ever changing economic course. Planning ahead of the turns or curves straightens your path.

AFFILIATION

When seasoned financial service executives and technology developers get together, transformative things happen. Our management team is driven by a desire to build a different kind of investment firm. One that puts our clients at the center of everything we do and every financial plan we design.

DASHBOARD

The single most important part of your financial life is knowing what you have and where it is. LBG Advisor offers  technology to do just that and more.  Stay up-to-date from your office, at home or on the go. Compatible with all platforms and smart devices you’ll never be out of touch with your portfolio.

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CONTACT US

8050 N Palm Ave Ste 300 Fresno CA 93711

800-733-8089

866-919-2265

info@lbgadvisor.com

FRESNO OFFICE MAP

Fresno Office

SAN FRANCISCO MEETING PLACE

San Francisco Meeting Place

BEVERLY HILLS MEETING PLACE

Beverly Hills Meeting Place

CONTACT OUR OFFICE

LBG Advisor values your input and comments. If you would like more information on how to become a client or you have questions related to our investment advice, please fill out or contact form. Please note that all required fields must be filled in before submitting form.

If your request is regarding our staff or advisors one of our administrators will contact you within 24 hours of receiving your submitted contact.

Attention NO TRADES or TRADE information will be received through our contact form or voice mail. You are REQUIRED to contact our offices during normal business hours to place all trades with your investment advisor or wealth manager.

Our office hours:

Monday – Friday 8:00am -4:30pm (Pacific Std Time)

Please note our offices are closed on holidays.

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