Duncan David C & Co

We help our clients have all the pieces of their financial lives working together ni the most efficient way - Investments - Tax Planning - Insurance - Real Estate - Retirement Whether a business or an individual or family - we believe you cannot focus on one particular area of financial well-being without considering the other components.

Liberty Group, located in Larkspur, CA, specializes in providing comprehensive financial services tailored for physicians and tech employees, including retirement planning, tax preparation, and estate law. Their dedicated team focuses on creating customized retirement strategies to help clients achieve their financial dreams through a structured five-step process. In addition to personalized financial planning, Liberty Group offers workshops and educational resources to empower individuals and families in their retirement journey. The firm emphasizes ongoing relationships with clients, ensuring they receive continuous support and periodic reviews to adapt to changing financial needs. Generated from the website