Retirement. Simplified!

WJXT

Watch on WJXT | Saturdays 10 a.m.

What’s Included in Your Comprehensive Retirement Plan

Liberty Financial & Estate Organizer

A personalized binder to help organize your financial and estate documents in one easy-to-access place.

Volatility Tolerance Analysis

Understand how much market risk you’re comfortable with so your investments match your peace of mind.

The Investment Stress Test

See how your current investments might perform in different market conditions.

The Liberty Formula® Retirement System

A step-by-step strategy to protect your savings and create reliable income.

Beneficiary Designation Review and Update

Ensure your accounts and policies go to the right people—without delays or legal issues.

Income Tax Reduction Strategies

Keep more of your money by reducing your tax burden in retirement.

Social Security Analysis and Recommendation

Decide when and how to claim Social Security for maximum benefits.

Retirement. Simplified!


Avoid the 10 Blind Spots That Could Derail Your Retirement

Peter Laliberte—Certified Financial Fiduciary and host of Retirement. Simplified! TV —shares the most common mistakes that can lead to outliving your money. Alongside Tonie Laliberte, Peter offers practical, personalized strategies to help you:

  • Build reliable income streams
  • Navigate major life transitions
  • Protect your wealth from market and life uncertainties
  • Create a retirement plan tailored to your goals and comfort level

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