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Protect Your Assets
Protect Your Assets with David Hollander
Your Financial Compass in a Complex World
Navigate the intricate world of finance, taxes, and estate planning on Protect Your Assets with David Hollander, CEO and Founder of Liberty Group, every Saturday morning at 10:00 a.m. on 94.3 & 104.7 KNEWS. David Hollander, The Sandman℠ strives to help his listeners sleep well at night with the financial knowledge to make informed decisions. Protect Your Assets dives deep into the questions you have about your financial future, from retirement planning strategies to the complexities of life insurance and estate planning.
Listen as The Sandman℠ helps you find clarity amidst financial fog. Let Protect Your Assets be your guiding light as you navigate retirement strategies, life insurance, and estate planning, and tax laws. Also, stay informed with regular market insights in the market segment and Protect Your Assets Market Briefings podcast.
Since its establishment in 1997, Liberty Group’s unique blend of estate law, wealth management, and tax planning services has equipped thousands of clients with a holistic financial approach. David is on a mission to help reduce his clients’ financial fears by endeavoring to address their most significant financial challenges and future goals. While practicing as an attorney, David also worked for Smith Barney and then Merrill Lynch as a Financial Advisor. During this time, he envisioned creating a practice where finance, law, and tax were all available under one roof. As his practice developed and technology improved, his vision expanded to include the desire to offer clients the latest technology as well. Liberty Group completes this vision. Liberty Group is a one-stop shop that provides clients with comprehensive and individually tailored multi-services—finance, legal, and tax planning guidance, in one convenient location.
David obtained his bachelor’s degree in arts from the University of California, Berkeley in 1990 and his Juris Doctorate from the University of San Diego School of Law in 1993. He is an active member of the State Bar of California, securities licensed as a Registered Investment Advisor Representative, and maintains California Accident and Health, Life-Only, and Variable Contracts insurance licenses (CA Ins. License # 0B48569).
Let’s help you get retirement ready. Reach out at 1-866-PROTECT or schedule a strategic 15-minute conversation here.
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Investment advisory services are offered through Liberty Wealth Management, a registered investment advisor. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. The strategies mentioned are not suitable for everyone. The information expressed is not considered to your specific situation or objectives and may not be appropriate for all investors. Past performance is not indicative of future results. To better understand the risks associated with investing and how it reacts to different market conditions, listeners should always consult with qualified investment professionals, financial advisors, and legal or tax specialists, and conduct your due diligence before making any financial decisions or taking any action. The legal information provided on the air is not intended to substitute for callers hiring their lawyers to advise them about personal legal matters. Investments involve risk and, unless otherwise stated, are not guaranteed. Liberty Group paid for the following program, and the host’s views and opinions do not represent those of the station or its ownership. California Life Agent number 048569. Persons engaging the services of one affiliate of Liberty Group companies should be aware that each company is operated separately.