Helping people gain perspective.
We are licensed to sell Insurance Products in the following states: Alabama, Florida, Georgia, Indiana, Mayland, Michigan, South Carolina, New Jersey, Ohio, Oregon, Pennsylvania, South Carolina, Tenessee, and Virginia.
We are registered to sell Securities in the following states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.
Melbourne Office: 6451 Third Street, Suite 2 Rockledge, FL 32955
Ocala Office:1015 SE 8th Street, PO Box 728, Ocala FL 34478
Libby Financial Advisors, Inc. is not affiliated with Cetera Advisors, LLC
Newsletters
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.