A dedicated team of professionals.

Specializing in creating simple and powerful retirement solutions, Liquidity Partners offers these Tax -Efficient Strategies:

• Retirement Income

• Asset Protection

• Annuities

• Life Insurance

• Long-Term Care

• IRA & 401(k) Rollovers

 

We also refer to collaborative professionals that support necessary retirement planning services including the following activities:

• Business Succession

• Wills & Trusts

• Charitable Giving

• Estate Planning

• Tax Planning

 

Together we serve our clients by focusing on protecting their principal, growing their assets, and providing their liquidity needs.  We deliver clarity, control, and peace of mind.

 

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

 

 

 

 

Have You Had Your Plan Reviewed?

 

Request a complimentary

no-obligation consultation with Liquidity Partners today!

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© Liquidity Partners 2018.  All Rights Reserved

Scottsdale, AZ Office

10450 N. 74th Street Ste 110

Scottsdale, AZ. 85258

P: (602) 549-1613