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.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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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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