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A dedicated team of professionals.

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

 

  • Retirement Income
  • Business Succession
  • Asset Protection
  • Annuities
  • Life Insurance
  • Long-Term Care Options

 

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

 

  • Wills & Trusts
  • Charitable Giving
  • Estate Preservation
  • Tax Strategies

 

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 agency 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.

 

 

© Liquidity Partners 2020.  All Rights Reserved

Scottsdale, AZ Office

10450 N. 74th Street Ste 110

Scottsdale, AZ 85258

P: (602) 230-2995 x 123

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Liquidity Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

 

Liquidity Partners is authorized to conduct life insurance and securities business in Arizona and may be licensed in other states. Liquidity Partners cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Liquidity Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

 

Guarantees are subject to the claims paying ability of the issuing insurance company.

 

Liquidity Partners is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.

 

Investing involves risk which includes potential loss of principal.