Liberty Financial Group, Inc.
Fee-Only Financial Planner serving the greater Milwaukee, WI area
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.
Kirk Hackbarth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kirk Hackbarth is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kirk Hackbarth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Kirk Hackbarth
700 Pilgrim Pkwy
Elm Grove, WI 53122