Our company cultivates the best in human capital, facilitates client driven professionals, and yields financial independence for every client.
Bridge the divide between professional expertise and client objectives to serve and exceed expectations through diligence, innovation, and ethical standard.
Ethical Standard ǀ Integrity Confidentiality Independence ǀ Objectivity
Diligence Candor Innovation Professional Excellence Transparency
Liberty Planning Group, Inc. provides clients independent, unbiased advice and guidance that is unhindered by sales goals, production quotas, or proprietary products. Our services are offered through R.H. Buchanan & Co. Asset Management, LLC a registered investment advisor, and R.H. Buchanan & Co. Insurance, LLC. These partners allow Liberty Planning Group, Inc. the ability to provide financial services offerings in a compliant and objective manner.
Additionally, our firm has elected to adhere to the Certified Financial Planner ™ Standards of Professional Conduct. The Code of Ethics, Rules of Conduct, and Practice Standards are designed to protect our clients. Liberty Planning Group, Inc. has fully endorsed and adopted these standards into our firm, advocating a fiduciary standard to every client.
Liberty Planning Group, Inc. is committed to the service of our clients, adhering to our professional standards, core
principals, fee-only investment advice, and safekeeping of client information and privacy.