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,
sort out which of these products is right for you?
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
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
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 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
"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
According to Steve, financial planning is a labor of love
and the founding of Liberty Financial Planning is a dream
"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
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,"
We appreciate your business!