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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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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.