Welcome to Liberty Financial Planning!

Your trusted source for independent, objective financial advice.

What We Do
Liberty Financial Planning, based in the communities of Plymouth and Canton, Michigan, is an independent financial planning firm that specializes in providing objective financial and investment 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 life goals by creating a custom financial and investment plan, guiding you through implementation of that plan, and monitoring progress. Learn more…

Our Philosophy
The cornerstone of our business is trust. Through trust we build solid working relationships with clients to bring our full expertise to bear on their unique situations. How do we earn your trust? At Liberty we begin by remaining objective and avoiding conflicts of interest that could compromise our advice to you. We pledge to be on your team, not someone else’s. That’s why we do not sell any financial, legal, or insurance products, and do not charge percentage of asset fees. Learn more…

Our Services
We provide a full range of financial planning services to meet the diverse needs of clients in the areas of retirement planning, education planning, investments, tax planning & preparation, income & asset protection, and estate planning. We take time to build a relationship with you in order to integrate these services into a comprehensive financial plan that addresses your unique situation and specific goals. Learn more…

How It Works
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 life goals. Then we back it up by building a long-term relationship to implement your plan and keep it on track. Learn more…

If this sounds like the kind of working relationship you want with your financial adviser, then call or email us today to schedule a free initial consultation and discuss how we can serve you.

We appreciate your business!

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