Liberty Bell Financial Group

Liberty Bell Financial Group We strive to be the place you turn to for financial advice. Financial planning is about more than preparing for retirement.

It’s about working to pursue short- and long-term goals, and helping address the most important things in life.

01/26/2026

There are three ways to fund a Roth IRA.

01/25/2026

Trust is built through genuine human connection, so AI should support human service — not replace it.

01/21/2026

A 529 prepaid tuition plan is a type of qualified tuition program established under Section 529 of the Internal Revenue Code (the other type is a 529 college savings plan). Prepaid tuition plans can be offered either by states (called state-sponsored prepaid plans) or by private colleges (called col...

01/20/2026

The days when leaders could plan years ahead with confidence are over. The pace of change today is relentless — forecasts age fast, and traditional planning just doesn’t cut it anymore. But that doesn’t mean we stop planning. It means we rethink how we do it. In an unpredictable world, adaptab...

01/13/2026

As a business owner, you have unique college planning opportunities. If you are in a high tax bracket, it may be advantageous for you to shift assets or income to your child, who will typically be in a lower tax bracket. Generally, you can shift business income to your child using one of the followi...

Address

434 Broadway Street #100
Chico, CA
95928

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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