Welcome! You’re In The Right Place!
A One of a Kind Financial Plan For Your One of a Kind Life
You’ve taken the first step toward building a future that feels intentional, secure, and entirely your own — and now it’s time to meet the person who’ll help guide you there. We’re excited to introduce you to Scotty Liberatore, Legacy & Financial Specialist, one of our trusted financial specialists here at 1.oak Financial.
Hi there! I’m Scotty Liberatore, I am honored to be a Legacy & Financial Specialist here at 1.oak Financial. At this point in my career, I have officially marked over a decade in the Financial Services industry. What a rewarding and humble journey it has been, and I am so blessed and excited for many more to come.
What to Expect
When you schedule your call, you’ll connect with someone who isn’t just here to run numbers — they’re here to understand your story.
Your specialist will:
✅ Review your responses from the quiz or form
✅ Help you understand which strategy fits your goals
✅ Answer your questions without jargon or pressure
✅ Show you what it means to build a plan around you — not someone else’s template
Ready to Chat?
Click below to book time directly with Scotty Liberatore, Legacy & Financial Specialist. We can’t wait to meet you.
📆 Book My Free Call with Scotty Liberatore.
About 1.oak Financial
1.oak Financial is a modern financial services firm that helps everyday people turn their life stories into legacies — by meeting them with empathy, planning with care, and guiding them toward a future that reflects their values.
We love working with people who are ready to take control of their financial lives and build something meaningful — not just for themselves, but for the generations to come.
The Real Roth Strategy is a smart, tax-efficient method for moving money from a traditional retirement account (like a 401(k) or traditional IRA) into a Roth account — giving you more control over your future income and taxes.
