Disclaimer

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Liberty Tree Asset Management and the Securities America companies are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

PLANNING DONE RIGHT

Liberty Tree Asset Management offers a wide variety of financial planning and investment management solutions with an emphasis on retirement planning. Because no two households are alike, we offer a proprietary approach to your financial planning which is customized, thorough, and is as unique as you are.

Our Services

Liberty Tree Asset Management offers a full suite of financial services. While not limited to these, our core services include:

Investment Management

Liberty Tree Asset Management specializes in stewarding the investments of its clients. This includes the preparation of a detailed analysis of existing investments, tax policy consideration, guidance on techniques to potentially improve hypothetical allocation performance and/or reduce risk levels taken, and ongoing monitoring of your entire portfolio.

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FINANCIAL PLANNING

Our business provides financial planning services for new and prospective clients. The end result is a detailed financial analysis developed over the course of several appointments. The service is provided without cost for prospective new clients.

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Medicare Planning

Medicare represents one of the most complex aspects of any individual's retirement planning. Liberty Tree Asset Management has a unique set of tools and experience to provide an analysis and help you arrive at a Medicare solution.

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Insurance Services

As appropriate, Liberty Tree Asset Management may offer assistance in filling needs with life, long-term disability, or long-term care insurance. This is generally only offered as a service once an analysis is completed to determine what coverage-- if any-- may be proper.

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Education Planning & Saving

With education costs continuing to rise, households need to be more prepared than ever to address this looming expense.  Liberty Tree Asset Management will prepare with you an analysis that includes current and projected future education costs.  We will then develop a tailored saving and investment strategy to confront the need. The analysis includes consideration for what types of accounts and investments to use.  We walk you through all of this as we strive to make college planning educational.

Contact Now

Our Services

Liberty Tree Asset Management offers a full suite of financial services. While not limited to these, our core services include:

Investment Management

Liberty Tree Asset Management specializes in stewarding the investments of its clients. This includes the preparation of a detailed analysis of existing investments, tax policy consideration, guidance on techniques to potentially improve hypothetical allocation performance and/or reduce risk levels taken, and ongoing monitoring of your entire portfolio.

Contact Now

FINANCIAL PLANNING

Our business provides financial planning services for new and prospective clients. The end result is a detailed financial analysis developed over the course of several appointments. The service is provided without cost for prospective new clients.

Contact Now

Medicare Planning

Medicare represents one of the most complex aspects of any individual's retirement planning. Liberty Tree Asset Management has a unique set of tools and experience to provide an analysis and help you arrive at a Medicare solution.

Contact Now

Insurance Services

As appropriate, Liberty Tree Asset Management may offer assistance in filling needs with life, long-term disability, or long-term care insurance. This is generally only offered as a service once an analysis is completed to determine what coverage-- if any-- may be proper.

Contact Now

Education Planning & Saving

With education costs continuing to rise, households need to be more prepared than ever to address this looming expense.  Liberty Tree Asset Management will prepare with you an analysis that includes current and projected future education costs.  We will then develop a tailored saving and investment strategy to confront the need. The analysis includes consideration for what types of accounts and investments to use.  We walk you through all of this as we strive to make college planning educational.

Contact Now

About Our Company

Liberty Tree Asset Management was founded in 2020 with a specific vision of creating a “new” kind of financial firm. We begin with the commonsense approach that most households can achieve their goals with a little bit of discipline and the right guidance. Further, we always seek to be cognizant of the fact that “wealth” can mean different things to different households and we seek client relationships that go beyond dollar signs.

Our analysis approach begins with needs-based financial planning; a process which helps to establish a financial roadmap for our clients. It also provides a series of benchmarks on which our clients can grade success.

To construct a proper, comprehensive financial plan can be a time-intensive process for new clients. Given this, our ideal client would be motivated to take steps to improve their financial standing. We believe that the first step in doing so should be to enter a partnership with a Financial Advisor.

Liberty Tree Asset Management is proudly based in Omaha, Nebraska, but accepts clients from all fifty states.

Our Team

ANTHONY (TONY) SUECK, RICP™
Anthony Sueck began working in the financial services industry in 2005. With over fifteen years of experience in financial analysis and investment management, he specializes in detailed financial planning that goes far beyond what most firms are capable of offering.

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Mission Statement

Liberty Tree Asset Management finds its direction through a few core principals.  We seek to democratize investment knowledge as the most satisfied clients tend to be educated and informed to the extent which they desire.  We do not believe in requiring clients to have “account minimums” or a certain net worth.

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Vision Statement

To create a new kind of financial firm which sees client wealth beyond account balances.

Our Blog

HAS COVID INFECTED STATISTICS?

HAS COVID INFECTED STATISTICS? Are stocks overvalued? Is the market about to crash? The answer today is the same as it is almost every day: it depends on who you ask.

Read More

PLANNING FOR FINANCIAL EMERGENCIES

Every logical plan has a starting point and an end goal, and this reasoning is applicable to Financial Planning. Particularly when I work with prospective new clients, the starting point of our analysis is to establish a strategy for emergency funding. Until a household is ready to navigate through tough times, it is generally not prepared to begin investing more broadly. Each household should have an emergency fund.

Read More

INVESTMENTS IN TRANSITION: OPTIONS FOR OLD RETIREMENT PLANS

INVESTMENTS IN TRANSITION: OPTIONS FOR OLD RETIREMENT PLANS It happens to most of us. You change jobs and, say, five years later you change jobs again. As you progress through your working years, a breadcrumb trail of old retirement plans begins to accumulate. What options are available for these accounts as you transition.

Read More

An Introduction to Liberty Tree Asset Management

Because it will launch as part of our new website, I’ve spent a lot of time thinking about the appropriate content for this first blog post.  There are numerous things that I would like to write about in the coming weeks and months—including deeper dives into some of the things that I intend to discuss in brief today.

Read More

KEEP YOUR SAVINGS RESOLUTIONS IN 2021

KEEP YOUR SAVINGS RESOLUTIONS IN 2021 With only a few days left in 2020, it is the time of year where many people chose to commit to a life changing goal. If you’ve made one, have you resolved to work out more? Read more? Or, like many Americans, are your New Year’s resolutions fiscal in nature?

Read More

Our Blog

HAS COVID INFECTED STATISTICS?

HAS COVID INFECTED STATISTICS? Are stocks overvalued? Is the market about to crash? The answer today is the same as it is almost every day: it depends on who you ask.

Read More

PLANNING FOR FINANCIAL EMERGENCIES

Every logical plan has a starting point and an end goal, and this reasoning is applicable to Financial Planning. Particularly when I work with prospective new clients, the starting point of our analysis is to establish a strategy for emergency funding. Until a household is ready to navigate through tough times, it is generally not prepared to begin investing more broadly. Each household should have an emergency fund.

Read More

INVESTMENTS IN TRANSITION: OPTIONS FOR OLD RETIREMENT PLANS

INVESTMENTS IN TRANSITION: OPTIONS FOR OLD RETIREMENT PLANS It happens to most of us. You change jobs and, say, five years later you change jobs again. As you progress through your working years, a breadcrumb trail of old retirement plans begins to accumulate. What options are available for these accounts as you transition.

Read More

An Introduction to Liberty Tree Asset Management

Because it will launch as part of our new website, I’ve spent a lot of time thinking about the appropriate content for this first blog post.  There are numerous things that I would like to write about in the coming weeks and months—including deeper dives into some of the things that I intend to discuss in brief today.

Read More

KEEP YOUR SAVINGS RESOLUTIONS IN 2021

KEEP YOUR SAVINGS RESOLUTIONS IN 2021 With only a few days left in 2020, it is the time of year where many people chose to commit to a life changing goal. If you’ve made one, have you resolved to work out more? Read more? Or, like many Americans, are your New Year’s resolutions fiscal in nature?

Read More

Contact Us

We would love to hear from you. Feel free to contact us for questions, comments, or to receive a complementary consultation.

Email
contact@lt-am.com

Number
(402) 885-3936

Office Hours
Monday-Thursday: 8:00AM to 5:00PM
Friday: 8:00AM to 3:30PM
Meeting times available outside of office hours by request

Address

17117 Oak Drive, Suite A

Omaha, NE  68130