We Are Certified Financial Planners Fiduciary Practitioners Tax Practitioners Trust & Estate Administrators
Lib 8 prides itself on being an independent financial service specializing in financial planning with a difference for both corporate and individual clients.
liberation with integrity
Be the change you want to see in the world is our vision and by having a great team of compassionate, understanding intellectuals that provide holistic planning to suite your needs, we provide you with recommendations to help you become the change you want to see in the world.
- Financial Planning
- Tax Planning
- Estate Finalization
why choose us?
Working with Lib 8 means that our dedicated team walks a financial journey with you by crafting tailor-made plans that make achieving your financial dreams seem easy. We utilize modern financial planning tools for analysis, our experience to guide and the human touch of being with you every step of the way.
Explore our areas of expertise
The Lib 8 team has more than 55 years combined experience which means that your financial goals are in the hands of a team with a track record for making it happen.
our unique approach
Financial planning with a difference! Combining financial planning tools and our track record of making things happen, we work with you to achieve your most important goals.
- Getting to know you
- What Are Your Plans
- L & D Account Analysis
- Plan of Action
- Revisit Goals and Plans
qualified & certified expertise
Through our many years within the industry, we have extended our knowledge and expertise to incorporate the legal framework applicable to financial planning in order to offer holistic financial, tax and estate finalization solutions.