Holistic Financial Planning “When More Than Money Matters”

(410) 279-3482

Elizabeth A. Liechty, ChFC, CLU is a partner at the Charter Financial
Group, a private financial planning services firm. Charter is associated with Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor, a leader in financial planning in the U.S. for the past 50 years. She provides financial planning for clientele that ranges from Fortune 500 executives to those who receive pro bono services, especially, hospice patients and their families. In addition to her professional commitments, she chairs the audit committee for the Middle East Investment Initiative, a non-profit organization in the West Bank and Gaza. MEII currently has three programs, a loan guarantee facility, a risk insurance project and the Jordan housing initiative.

She chairs the financial committee of the Board of Directors for Santa Fe Soul Foundation, an organization that provides integrative medical care for the uninsured in New Mexico. Elizabeth is also co-chair of the Board of Directors for KidsPeace, a private foster care agency in Baltimore. Elizabeth volunteers at the Hospice of the Chesapeake’s Spiritual and Bereavement Care Center and their Beads for Brit program that provides food and shelter for patients served by the Damonsville Project in South Africa. In 2008, she received the Legacy Award, Lincoln Financial Advisors humanitarian award for the combination of professional designations and community service.

I believe in providing my clients with clarity and solutions that help meet their needs. I believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what I do; the courage to get my clients to take action; competency based on continuing education and training; bringing national resources together on a term for the benefit of each client; and communication that builds understanding and trust.


A Plan For Your Future

I provide solutions and alternatives, but each client makes the final decisions about their own financial future.

I systematically review each financial plan to ensure it remains consistent with the client’s long-term goals and objectives, and is aligned with our changing world.

I ensure that each client receives confidential, highly customized, personal service.

Elizabeth Liechty, ChFC, CLU

Holistic Financial Planning “When More Than Money Matters”

(410) 279-3482

Holistic Financial Planning

Holistic Financial Planning “When more than money matters” A plan for your future, Elizabeth A. Liechty, ChFc, CLU provides solutions and alternatives that are unique to each client’s financial goals and objectives. Elizabeth works strictly on a confidential basis with individuals and their families, educating and empowering her clients through a detailed financial process. She continues to monitor the plan …

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