Liberty Financial Planning

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Steve Braun

Financial Adviser

 

734-844-8770

 

Our clients come first.

About Liberty

Whom Do You Trust?

Anyone with a securities or insurance license can sell you investment products on commission or manage your investments for a percentage of the assets. You need it; they’ve got it – retirement plans, IRAs, education accounts, brokerage services, life insurance, annuities, etc. Consider, however,

 

Who will sort out which of these products is right for you?

 

Who will provide objective advice about appropriate investments?

 

Who will take fiduciary responsibility to act in your best interests?

 

Don’t settle for a sales pitch when you need serious answers to financial questions with life-long implications.

 

Liberty Financial Planning

Liberty Financial Planning 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. Liberty is located in Canton, Michigan (between Ann Arbor and Detroit) and serves clients anywhere as permitted by law. Liberty is not affiliated with any national firm or franchise. That's how we avoid conflicts of interest. We work for you, not someone else.

 

Steve Braun

Steve Braun is the founder and president of Liberty Financial Planning. He is a graduate of the University of Michigan where he received a BA in Communications and an MBA in Finance and Marketing, with Honors. Steve is also a writer, teacher, and conference speaker on various financial and family topics.

 

"Financial planning is enjoyable work," says Steve, "because I get to meet and help so many interesting people. Everyone's situation is different and each solution is unique."

 

According to Steve, financial planning is a labor of love and the founding of Liberty Financial Planning is a dream come true. 

 

"I had been planning to start Liberty for at least 5 years before actually doing it. I am fully committed to this business," he stresses. "Why else would a man at my stage of life, with a high-paying job and a large family to support, leave it all behind and sink his life's savings into such a venture? This is what I love to do!"

 

Steve believes his education and corporate experience have provided him with the necessary skills to help his clients achieve their goals.

 

"Plus," he continues, "I can relate to my clients because I've been in their shoes as a working parent, facing many of the same issues and concerns they do, whether it's retirement planning, education planning, basic budgeting, or how to handle debt."

 

Liberty's success, as Steve sees it, is tied directly to the results he achieves for his clients and the service he provides. He particularly enjoys hearing from clients about how he has made a difference in their lives.

 

Steve says, "Successful financial planning is more than numbers. It is peace of mind and freedom from worry about how to handle the money my clients work hard to earn. Their positive feedback is my greatest professional achievement."

 

Steve's proudest personal achievement, however, is a strong and happy relationship with his wife, Karen. He enjoys family life with their six children.

 

"I wouldn't trade places with anyone," he says.

     

 

We appreciate your business!

 
 

What is...

 

Fee-Only Financial Planning?

 

A Free Initial Consultation?

 

Great Reading

 

Are your assets costing you money?

 

Are there conflicts in your portfolio?

 

What to Ask  Before Investing

 

 
 
 

 

 
 

Copyright © 2002-2011 Liberty Financial Planning, Inc. All Rights Reserved. Give me Liberty or give me debt!