Risk Management for the Exceptional

Protecting Your Legacy & Lifestyle

At Liberty One, we measure our success through our ability to help individuals and families achieve a secure financial future, while focusing on the personal goals and aspirations of each and every client.

"Relevant"

Advice & Guidance

Objective, Holistic, and Relevant Advice

Let’s Work Together

Liberty One Private Risk is dedicated to serving clients with complex risk management requirements. We excel in crafting specialized solutions for affluent individuals and families to assess and safeguard against possible risks. Whether you’re an entrepreneur, executive, small business owner, or a public figure, our focus is not just on protecting your assets but also on positioning you for success. Our approach combines deep industry expertise with a personalized touch, tailoring each consultation to your unique circumstances.

Committed to the intricacies of insurance science, our advisors are adept in modern technology and evolving risk metrics. We continually study the shifts in today’s insurance market to better inform our risk management strategies, allowing us to offer you tailored advice that evolves with your changing risk profile. This proactive outlook empowers us to devise nimble, strategic approaches to emerging challenges. With Liberty One Private Risk, you can expect anticipatory and comprehensive guidance every step of the way.

We welcome you to reach out for a consultation to determine if our services align with your needs.

Our Offerings

Life Insurance

Protect your family’s financial future with comprehensive policies, tailored to meet your unique needs and goals. Our experts are committed to helping you choose the right coverage to ensure that your loved ones are taken care of, even when you can’t be there.

Disability Insurance

Guard your income and lifestyle againstunforeseen events with our Disability Insurance plans, crafted to provide financial support when you’re unable to work. Our team will guide you through selecting the coverage that best fits your needs, offering you peace of mind in uncertain times. Your income may be your biggest financial asset – we can show you how to protect it.

health insurance

Penny Certified Brokers
Protect your family’s financial future with comprehensive policies, tailored to meet your unique needs and goals. Our experts are committed to helping you choose the right coverage to ensure that your loved ones are taken care of, even when you can’t be there.

Core Offerings

Medicare

Navigating Medicare can be complex. We simplify the process by offering personalized guidance and a range of Medicare Advantage, Supplement, Medigap and Prescription Drug plans. We help you make informed decisions to ensure you receive the coverage you deserve during retirement.

Annuities

Secure your future with a guaranteed stream of income. Our annuity options are designed to help you accumulate wealth tax-deferred and ensure you don’t outlive your savings during retirement. Whether you are looking for fixed, variable, or immediate payouts, our experts will help you create a personalized strategy that provides financial stability and peace of mind for the years ahead.

Income Protection

Your lifestyle depends on your paycheck. Protect it. Income protection acts as a personal safety net, ensuring that even if you are sidelined by an illness or injury, your financial commitments don’t have to be. This coverage provides a regular monthly benefit—typically up to 70% of your gross earnings—to help you keep up with mortgage payments, groceries, and utility bills. It’s not just about covering a disability; it’s about ensuring that a temporary health setback doesn’t lead to a permanent financial crisis.

Representing The World's Finest Carriers

Secure Your Future

Learn more about the Liberty One mission.

Testimonials

Ann Hart

Serge listens to your concerns and works diligently to find an insurance plan that best fits your needs. He is always available & professional, which are rare qualities in this digital age.

Tina Mitchell

I have used Serge for a few years and his service is always great. He assist well and I appreciate his help.

Yakaria Anshay

ABSOLUTELY THE BEST!!!! Will work with you and get you the best prices there is