Financial Planning, Investment Management | Liberty Wealth Strategies

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Financial Planning

At Liberty Wealth Strategies, we specialize in creating a long-term financial plan while maintaining short-term objectives. Once a plan is established, we deliver a high level of service to monitor our client’s progress by focusing on the specific objectives stated.

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Our Team

Steve Drizos AIF®

President

Danielle Diaz

Medicare Planner

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Deanna Rivera

Administrative Specialist

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Latest Blogs

Overlooked Retirement Expenses (And How to Plan for Them)

by Steve Drizos AIF® on Sep 11, 2025

Categories

Retirement

Finance

Health

Tax Planning

Family

Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one reason about 45% of retirees could run out of money in retirement.¹

The good news? That outcome isn’t inevitable. The key is recognizing...

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Easy Ways to Financial Health

Steve Drizos AIF® | Apr 7, 2023

Categories

Finance

How to Pay Off Your Debt

Steve Drizos AIF® | Dec 11, 2022

Categories

Finance

Helpful Life Insurance Advice You Can Use

Steve Drizos | Feb 23, 2022

Categories

Insurance

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