Halle Piper | Liberty Wealth Services

“I am passionate about providing education around the elements of sound financial planning respective to my clients’ individual needs and situations. Understanding the financial planning process and the implemented strategy provides comfort and confidence as we work toward established financial goals. I delight in the opportunity to know my clients personally, as well as professionally, because it helps me gain a deeper understanding of their priorities as we pursue their objectives."

Education

Bachelor of Science in Finance, Master of Business Administration from the University of Southern Indiana
Recipient of the Harolyn Torain Multicultural Leadership Scholarship for the duration of her enrollment

Career Highlights

4+ years of industry experience
Previously employed with Merrill Lynch in equivalent capacity

Memberships

Community Involvement

Halle enjoys working out, cooking and spending time with her husband, Nick Piper, family and friends.

Personal

Get In Touch With

Halle

Our full-service wealth management program is dedicated to creating strategic plans for you and your family.

Professional Services Offered

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Wealth Management

for Individuals

Financial freedom on your own terms. With an emphasis on income, security, and growth, we aim to guide you to where you want to be.

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Retirement Plans

for Businesses

Build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

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Foundations & Endowments

As advisors for your investment, we seek to understand your mission, pursue the growth of your assets, and work toward to minimize organizational risk.

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Not FDIC or NCUA Insured

No Financial Institution Guarantee

May Lose Value

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

Liberty Federal Credit Union is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendationsto help you achieve those goals. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Liberty Wealth Advisors is a financial advisory practice of Ameriprise Financial Services, LLC.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Education

Career Highlights

Memberships

Community Involvement

Personal

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