Ponte Vedra Beach, FL – March 24, 2014 – A feature story about veteran financial coach Peter J. Laliberte, of Liberty Advisory Group, was recently seen on MarketWatch.com as well as the other major online publications such as CNBC.com, TheStreet.com, Jacksonville Business Journal, Los Angeles Daily News and Yahoo!Finance, among many others.Peter Laliberte has always found that term “coach” more appropriate than “advisor” – “it’s all about providing retirement options that will result in financial freedom and peace of mind. The strategies that we develop together as a team are designed to provide safety of their retirement nest egg and income streams for the rest of their lives,” Peter describes.
His branding line defines the key elements he brings to his very personalized approach to the business; Peter calls it the 5 F’s: “Family, Faith, Finance, Fitness and Fun”. When he calls his firm “faith based,” Peter is talking about core values that helps to describe his practice and the way he lives his life.
Peter was encouraged to see himself more as a “coach” when describing his role, as opposed to a typical advisor just doing what everyone else in the industry does. Peter is as much of an educator to his clients as he is a financial strategist, and like a sports coach, they can count on him to be straight (even when the news isn’t rosy) and look after their best interests.
Like a great coach, Peter’s firm sets itself apart from the average advisor by providing personalized strategies and updates as needed with each of his clients. They hear from him every month, without fail, and they are always up to date with what’s happening with their plan. He also generates regular newsletters and website updates which are full of current financial information and topics he feels his clients would enjoy. Peter also has a powerful way of breaking down the three stages of money that run throughout a person’s life – and differentiating these stages with a simple contrast of “red money vs. green money.”
The feature story about Peter J. Laliberte that was seen on MarketWatch can be viewed in its entirety at http://www.libertyadvisorygroup.com/about-us/about-us-1
Learn more about Peter Laliberte and Liberty Advisory Group at www.LibertyAdvisoryGroup.com