Liberty Wealth Management | Southern Illinois

Hello.

I'm Joel Sambursky

I knew I wanted to be a Financial Advisor by the end of my first finance class at Southern Illinois University. I felt deeply then that if I was equipped with this knowledge I could make a meaningful difference in people’s lives. Now, twenty years later, I'm grateful that that long-haired college student made that decision. I have witnessed the value of financial planning. Unfortunately, I’ve also seen the consequences of failing to plan. If you want to roll up your sleeves and develop a financial plan, then let’s talk.

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Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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Meet Our Team

Joel W. Sambursky, AIF®

President

joel.sambursky@lpl.com

Juliana Hellriegel

Client Services Coordinator

juliana.hellriegel@lpl.com

What is most important to you?

I love having the opportunity to work with my clients. I want to understand what is most important to them on their financial journey and then work to produce a plan that helps them work toward their objectives.

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Ready To Talk

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