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 considerations, 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

With over fifteen years of experience, Liberty Tree has access to cutting edge financial planning tools—and the wealth of experience and knowledge needed to properly contextualize them. We provide detailed financial planning which is developed over the course of several meetings with client involvement. This service is offered on an ongoing basis and is provided without cost to prospective new clients.

Contact Now

Medicare and Social Security Planning

Some of the biggest decisions in moving into retirement include the initiation of government benefits such as Social Security and Medicare. Mistakes can have a significant impact on your financial future. At Liberty Tree Asset Management, we have the tools, resources, and experience to help clients make informed decisions regarding the election of federal benefits.

Contact Now

Insurance Services

A sound financial strategy is about more than simply investing and growing assets. It should also include a component of risk management. After all, proper planning involves preparing for the real “what if’s” of life. Acting as a broker, Liberty Tree Asset Management has access to a wide variety of disability, life insurance, long-term care, and annuity products through our network of partners.

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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 investing 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 considerations, guidance on techniques to potentially improve hypothetical allocation performance, and/or reduce risk levels taken, and ongoing monitoring of your entire portfolio.

Read More

FINANCIAL PLANNING

With over fifteen years of experience, Liberty Tree has access to cutting edge financial planning tools—and the wealth of experience and knowledge needed to properly contextualize them. We provide detailed financial planning which is developed over the course of several meetings with client involvement. This service is offered on an ongoing basis and is provided without cost to prospective new clients.

Read More

Medicare and Social Security Planning

Some of the biggest decisions in moving into retirement include the initiation of government benefits such as Social Security and Medicare. Mistakes can have a significant impact on your financial future. At Liberty Tree Asset Management, we have the tools, resources, and experience to help clients make informed decisions regarding the election of federal benefits.

Read More

Insurance Services

A sound financial strategy is about more than simply investing and growing assets. It should also include a component of risk management. After all, proper planning involves preparing for the real “what if’s” of life. Acting as a broker, Liberty Tree Asset Management has access to a wide variety of disability, life insurance, long-term care, and annuity products through our network of partners.

Read More

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 investing 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.

Read More

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

LIFE INSURANCE: TERM VS. PERMANENT

NOTE: While in this article I use the generic catch-all term “permanent insurance” there are, in practice, many types of permanent policies.  These include different forms of whole life, universal life, indexed, and investment-based policies.  Which types of these policies makes sense is an entirely separate discussion.  Generally, assume that I mean permanent insurance with ...

Read More

LIFE INSURANCE NEEDS BY AGE

There are two ways to calculate life insurance needs.  The first, generic, and most common method is to base an insurance need on a multiple of salary.  This is formulated as needing, for example, 10 times, 17 times, or even 20 times your current income.  This approach is fine as far as generic advice goes—I ...

Read More

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

LIFE INSURANCE: TERM VS. PERMANENT

NOTE: While in this article I use the generic catch-all term “permanent insurance” there are, in practice, many types of permanent policies.  These include different forms of whole life, universal life, indexed, and investment-based policies.  Which types of these policies makes sense is an entirely separate discussion.  Generally, assume that I mean permanent insurance with ...

Read More

LIFE INSURANCE NEEDS BY AGE

There are two ways to calculate life insurance needs.  The first, generic, and most common method is to base an insurance need on a multiple of salary.  This is formulated as needing, for example, 10 times, 17 times, or even 20 times your current income.  This approach is fine as far as generic advice goes—I ...

Read More

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