Kirk Hackbarth| CFP®, CPA/PFS
Liberty Financial Group, Inc.
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Elm Grove, WI 53122
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kirk Hackbarth is a financial advisor for Liberty Financial Group and serves as the firm’s Director of Investments and Financial Planning. He has more than 30 years’ of experience in the financial services industry.
Kirk is responsible for a variety of duties including investment research, portfolio management, tax planning, and writing articles on various industry topics. He has contributed to articles for Fortune Magazine, Smart Money Magazine, and the Wisconsin Law Journal.
He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies. He advises clients on numerous financial strategies in order to develop a unique plan to help them accumulate, maintain, and preserve their wealth.
Kirk holds a bachelor’s degree in finance and a master’s degree in accounting, both from the University of Wisconsin-Whitewater. He is also a Certified Financial Planner™ professional, Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
He lives in Burlington with his wife Sue and their three children, Sara, Anna and Kyle. Kirk enjoys spending time with his family, sports, fishing, travel and the outdoors.
Since 1981, we have been putting clients first. As a fee-only planning firm we are paid by our clients only. We sell no products and accept no commissions, referral fees, or outside compensations. Operating under the fiduciary standard we provide pure, financial planning and investment recommendations in the best interest of our clients. We charge for our time, planning advice, and portfolio management only. As a result, our Liberty Financial Group team serves as your personal guide, leading you to achieve your aspirations with integrity, knowledge, and common sense.
Arrange a free-initial 45 minute consultation today!