Premium Advisory Service

Most people have an advisor.
Our clients have a board.

The Liberty Pointe Advisory Board assembles a team of specialists around your complete financial picture — then fuses their insights into one unified strategy built for you.

Schedule Your Intake → See How It Works

Your financial life doesn't exist in silos.
Your strategy shouldn't either.

Most people have an insurance agent who doesn't talk to their accountant, an estate attorney who's never met their financial advisor, and a retirement planner who doesn't know about their life insurance. The result? Gaps, conflicts, and missed opportunities — and you're the only one seeing the full picture.

The Liberty Pointe Advisory Board changes that.

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The Methodology Behind It

Built on the principles of
All-Source Intelligence

In the intelligence community, analysts long ago discovered that no single source of information tells the whole story. HUMINT (human intelligence) reveals what people know and intend. SIGINT captures communications. GEOINT shows movement and position. OSINT surfaces what's publicly visible. Each discipline sees something the others miss entirely.

All-Source Fusion Intelligence was developed to solve this problem — by deliberately gathering input from every available source and synthesizing it into a single, coherent, actionable picture. The result is dramatically more accurate than any one source alone. It's the difference between seeing a fragment of the puzzle and seeing the whole board.

The Liberty Pointe Advisory Board applies this same discipline to your financial life. Estate planning. Insurance. Retirement income. Legal protection. Tax strategy. Financial planning and investments. Real estate and REITs. Each specialist sees your situation through a different lens — and catches what the others would miss. We gather every perspective, synthesize them together, and deliver you one complete picture. Not disconnected opinions. A fused strategy.

Estate Planning Insurance Planning Annuities & Retirement Legal & Trust Law Tax Strategy Financial Planning & Investments Real Estate & REITs Fused Into One Strategy
The Process

How the Advisory Board Works

A structured, rigorous process — from your first conversation to a fully unified strategy in your hands.

1

The Intake: Your Complete Financial Picture

You meet privately with Chris — your Advisory Board coordinator. Together you map everything: goals, assets, liabilities, income, family situation, risk tolerance, timelines. No forms dropped in a portal. A real conversation. This is your intelligence briefing — and it drives everything that follows.

2

The Board Reviews Your Case

Chris packages your complete financial profile and shares it with the relevant specialists on the Advisory Board. Each expert analyzes it through their lens — estate planning, retirement income, insurance protection, legal structure, tax efficiency. They provide their independent perspective and recommendations.

3

The Fusion: One Unified Proposal

Chris synthesizes every expert's input into a single, coherent strategy document — not five separate reports that contradict each other. You see where the experts agree, where they differ, and why. You understand the trade-offs. You leave with clarity, not more confusion.

4

Your Review & Expert Introductions

Chris presents the unified proposal to you in a dedicated review meeting. You ask questions. You decide which recommendations to act on. For anything you want to move forward with, Chris makes the personal introduction to the relevant expert — and stays involved throughout to ensure the strategy stays cohesive.

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Advisory Board Engagement Fee

A nominal engagement fee is collected at the time of your intake — this ensures we can dedicate the full attention of the Advisory Board to your case and filters for clients who are serious about their financial future.

$247
One-Time Engagement Fee

✦ Fully refunded if you move forward with any Advisory Board partner recommendation.

In other words — if our strategy delivers value and you choose to act on it, the Advisory Board costs you nothing. You simply got a team of experts working on your financial future for free.

The Board

Your Team of Specialists

Each member of the Advisory Board is an expert in their discipline — assembled by Liberty Pointe Financial to serve your complete financial picture.

Chris Markarian
Chris Markarian
Board Coordinator

Chris coordinates the Advisory Board — running the intake process, packaging each client's complete financial picture, gathering input from every specialist, and synthesizing it into a single unified strategy. As a Senior Principal Project Manager in aerospace and defense, he spent years managing complex, multi-stakeholder programs where bringing the right experts together and delivering a coherent outcome wasn't optional — it was the job. Before that, as a US Army intelligence analyst, he spent over a decade fusing information from multiple sources into clear, actionable reports for senior decision-makers. The Advisory Board is that same discipline — applied to your financial life.

US Army Veteran All-Source Intelligence Sr. Project Manager Aerospace & Defense
Nikki Flynn
Nikki Flynn
Estate Planning Specialist

Founder of Elite Preparation Services LLC, Nikki is a licensed and bonded Document Preparer with a paralegal certificate and 4+ years of law firm experience. With a healthcare background and educator's approach, Nikki has helped hundreds of families protect their legacies through revocable trusts, wills, POA, and healthcare directives.

Revocable Trusts Wills & POA Healthcare Directives Business Services
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[Name] — Coming Soon
Retirement Income & Annuity Specialist

With 30+ years of experience in retirement income planning, our annuity specialist brings deep expertise in fixed indexed annuities, MYGAs, and income riders. Their singular focus: ensuring you never outlive your income.

FIA MYGA Income Riders 30+ Years Experience
David Weiner
David Weiner
Advanced Insurance Planning Specialist

David Weiner is the President of Global Renaissance Insurance Marketing and the Amazon best-selling author of Banking Like a Bank — a proven framework for using life insurance as a strategic financial tool to eliminate debt and build generational wealth. With over four decades in the insurance and financial services industry, David is a nationally recognized educator, speaker, and case design expert who has mentored hundreds of agents and helped thousands of clients rethink how they use insurance. He brings deep expertise in advanced insurance planning strategies that most advisors never learn.

Advanced Insurance Planning Case Design Published Author 40+ Years Experience
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[Name] — Coming Soon
Legal Counsel

Our legal partner brings expertise in asset protection, business structuring, and estate law — ensuring your strategy is not only financially sound, but legally airtight.

Asset Protection Business Structuring Estate Law
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[Name] — Coming Soon
Tax Strategy Specialist

Tax implications touch every financial decision. Our tax specialist ensures your complete strategy is optimized for efficiency — minimizing your tax burden today and protecting your wealth for the next generation.

Tax Mitigation Retirement Tax Planning Generational Wealth
What You Receive

The Advisory Board Deliverables

This isn't a sales meeting. It's a structured advisory engagement — and you walk away with real assets.

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Complete Financial Intake

A thorough, confidential profile of your complete financial picture — goals, assets, liabilities, income, family needs, and timelines.

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Multi-Expert Analysis

Your case is reviewed by specialists in estate planning, insurance, retirement income, legal, and tax — each bringing their unique lens.

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The Unified Strategy Document

A single fused proposal synthesizing all expert input — what they agree on, where they differ, and the recommended path forward.

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Personal Expert Introductions

For every recommendation you want to act on, Chris personally introduces you to the right specialist and stays involved to keep the strategy cohesive.

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No Conflicts. No Silos.

Because Chris coordinates everything, your estate plan won't fight your tax strategy, and your insurance won't undermine your retirement income.

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A La Carte Execution

You choose what to act on and when. No pressure, no package deals. Move forward at your pace, on the recommendations that matter most to you now.

Is This Right for You?

The Advisory Board is built for people who are serious about their financial future

This service is ideal if any of the following describe you.

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You have assets, a family, or a business to protect — and no cohesive plan tying it all together

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You're approaching retirement and want to make sure every piece of your financial life is working together

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You've worked with advisors before but always felt like something was missing — or that nobody saw the full picture

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You want unbiased, multi-perspective guidance — not a single product pitch from a captive agent

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You're a high earner with complex needs: business ownership, real estate, inheritance, or significant tax exposure

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You value clarity and want to understand your options — not just be told what to do

Ready to have a board working for you?

Schedule your private intake call with Chris. No obligation, no pressure — just a real conversation about where you are and where you want to be.

Book Your Intake Call →