Loren Williams

6725 Kingery Highway
Willowbrook, IL 60527

About Liberty Asset Management, Inc.

I have been working with individuals and families since 1999 to help better plan for the future while addressing today's concerns. I am an investment adviser with Liberty Asset Management. Additionally, I'm a licensed insurance producer dedicated to helping clients manage non-equity risk within the context of the planning process.

11 Years of Experience



General Information
States Licensed in:   IL
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Bonds , Stocks , Mutual Funds , Insurance , Annuities
I can meet clients in the following ways:   Via phone , At my office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions , Based on Assets
Fee % Based on Assets:   1.0%



FAQs

  • What are your qualifications? What is your education background? Insurance and securities liensed in practice for over 12 years.
  • What is your approach to financial planning? Our philosophy ia to preserve and enhance our client's wealth by controlling risk and realizing growth through diversified and cost effective planning. As a fee only advisor, we are not owned or operated by a broker and our compensation is not based on sales commissions.
  • What services do you offer? Our company offers estate planning, trust administration, tax planning and preparation, business planning and real estate. The two attorneys bring over 25 years of commbined legal experience. Our company is also insurance licensed.
  • How many clients do you currently manage? Hundreds
  • Will you be the only person working with me? There are three parnters in the advisory firm. At times you may work with all three. I will be your initial contact and advisor.
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Loren Williams

Loren Williams

Registered Investment Advisor