Welcome to Liberty Financial Planning!
Your trusted source for
independent, objective financial advice.
Fee-Only
Financial Planning
Free Initial
Consultation
About Liberty
Liberty Financial Planning, based in Canton, Michigan,
is an independent financial planning firm that specializes
in providing objective financial advice on a
fee-only basis. We are
dedicated to putting the needs and interests of our clients
first. We work with you to achieve your financial goals,
whether you have just one question or want a complete
financial plan.
Steve Braun, founder and president, says:
"Liberty was founded on the fundamental principle that
clients deserve professional, expert advice without
conflicts of interest. These values guide our business and client
relationships."
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Business Philosophy
The cornerstone of our business is trust.
To remain objective and avoid conflicts of interest, we do not sell
any financial, legal, or insurance products, and we do not charge
asset management fees. Instead, we
provide objective advice and practical solutions to your
specific situation.
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Liberty's Services
We provide a full range of financial planning services to
meet the diverse needs of our clients in the areas of
retirement planning, education planning,
emergency planning, investment strategies,
income protection, estate
planning, tax planning, budgeting, and
debt management.
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Liberty's Clients
We serve busy clients who want
financial peace of mind so they can focus on more important
aspects of life – their families, careers, and other
interests. Liberty’s clients come from all walks of life, income levels, and
financial situations,
including
small business owners,
doctors, dentists, corporate executives,
law enforcement officers, factory workers,
engineers, clergy,
nurses, sales reps and agents, lawyers,
airline pilots, civil service workers,
teachers,
and
business managers -- all very special
people just like you.
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Why Hire Liberty?
Liberty Financial Planning is in the best position to help
you achieve your financial goals. Our success is built upon
providing superior service to our clients.
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How We Work with You
The financial planning process is a dynamic, interactive
relationship. We work with you to answer these three basic
questions:
Where are you today?
Where do you want to be tomorrow?
How do you get there?
At Liberty, we create a solid plan to help you achieve your
financial goals. Then we back it up by building a long-term relationship to
implement your plan and keep it on track.
Learn more...
Call us today to schedule a
free initial
consultation and to discuss how we can serve you.
We appreciate your business!
