For Liberty Mutual Employees
Bringing focus to your financial future.
Our Personalized Approach
Helping Liberty Mutual employees within five years of retirement navigate their transition to Life After Liberty.
Client Focus
Liberty Mutual Employees
Areas Of Expertise
Liberty Mutual Benefits|Retirement Planning|Estate Planning|Investments|Insurance Planning
Locations Served
Office in Medfield, MA|Serving clients nationwide
About Us
We help clients who share these common traits simplify their complex financial lives and create a clear retirement roadmap:
- Liberty Mutual employees in Massachusetts
- Aged 55+ and preparing for retirement
- Focused on charitable and family giving
- Concerned about overpaying in taxes
Common concerns our clients face
This list features some of the most common obstacles our clients ask us to assist them with. To address specific questions or obstacles for your situation, please reach out to us.
- How can I comfortably spend in retirement without running out of money, and create a sustainable paycheck with pension, Social Security, and investments?
- What are my healthcare coverage options if I leave my job before Medicare?
- How can I support charitable endeavors and receive tax benefits after payroll donations end?
- How can I pay my fair share of taxes without overpaying when most retirement savings are in tax-deferred accounts?
- When should I start taking pension income, and what option should I choose if I have a spouse? How can I create income before activating my pension?
- How can I donate to my preferred charities in a tax-efficient way once I no longer Give with Liberty?
Our Guiding Principles
Comprehensive Plan
We help you plan for life after Liberty, giving you confidence in your retirement timeline and securing a fulfilling future
Liberty Mutual Pension
We optimize your pension timing and strategy while coordinating Social Security and investments for a seamless retirement plan
Charitable Giving Strategies
Whether you give time or money, we help you maximize your community impact while minimizing taxes
Your Dedicated Team
We're with you every step of the way. From financial education to paperwork, our team ensures you feel confident and prepared for Life After Liberty
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity