Liberty Sound Financial provides a concierge wealth experience for individuals seeking sophisticated investment leadership. Founded by Greg Horne, CFA, our practice is built on the pillars of transparency, evidence-based factor investing, and deep estate integration. We go beyond the "standard" portfolio, offering our clients unique entry points into private equity and institutional-grade assets. At LSF, we don't just manage accounts; we steward the financial futures of the families who trust us.
Connect With Us: To schedule a private meeting to discuss your goals, e-mail Ghorne@nationwideplanning.com or call (201) 476-0029 ext. 3047.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.