Tools & Resources

Get started with this FREE Business Valuation Quiz. Once you've completed the quiz, someone from Libertas Wealth Management's Team will reach out!  If you have any questions, don't hesitate to call us at 614.543.1350 or email [email protected]

Pocket Risk is an online risk tolerance questionnaire for financial advisors. It helps you assess how much investment risk your clients are willing to take. Click HERE to try the Risk Tolerance Tool 

Free Sales Tools from Summit Sales Consulting, LLC

Super Simple Calculator for Appreciation & Future Value-Real Estate