Duncan Financial Group

At Ivana Liberatore CPA, CFP® & Associates, our approach is to help you create a plan to pursue your vision of the future using tax and financial planning strategies. As both a tax and financial planning firm, we are uniquely qualified to help you with all of your financial needs.

Our mission is to help you prepare for the retirement you deserve while earning your ongoing trust. By analyzing your working income to your estimated income in retirement, we can provide you with realistic expectations of your retired life. Together, with the right financial tools and our proactive approach, we can recommend strategies to help pursue your retirement goals. Our experienced professionals have helped many people just like you to create a customized retirement plan. We combine our experience and expertise to provide outstanding service; it's in our name! Need to Build or Remodel your finances, It's Time to Call a Carpenter!

Welcome to DS Financial Advisors. We are an integrated tax and financial planning firm. We look at an overview of your entire financial life trying to help make sense of all the information that is currently being marketed at you. Our approach is to simplify your financial life. DS Financial Advisors offers many of financial planning services. While examining your tax situation and your current financial picture, we will walk you through a financial program that is very specific to your current goals. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services such as tax preparation, planning & analysis for individuals and small businesses' bookkeeping, budgeting & payroll services, retirement strategies, investment management, estate conservation & long-term care planning, business cash flow planning, quick books training & support live on site, bookkeeping, and payroll services.