Liberty Financial Planning

Our Story

At Liberty Financial Planning, we believe that everyone deserves to live a life of financial freedom. That's why we're committed to providing independent, fee-only financial planning and investment management services to individuals and families in Michigan and beyond.

Our Philosophy

We take a personal approach to financial planning, recognizing that every individual is unique with their own goals, needs, and priorities. Our philosophy is built on a foundation of mutual trust, respect, and a deep understanding of our clients' financial situations. We believe that effective financial planning is not about numbers and data, but about helping our clients achieve their dreams and goals.

Our Services

At Liberty Financial Planning, we offer a range of services designed to help our clients achieve their financial goals. These services include:

• Objective financial advice
• Custom financial planning
• Investment advice and management
• Tax preparation services

We take a fee-only approach to our services, meaning that we don't accept commissions or referral fees. This ensures that our advice is always in your best interest, without any conflicts of interest.

Our Team

At Liberty Financial Planning, we're proud to have a dedicated and experienced team of professionals who are committed to helping our clients achieve their financial goals. Our team is made up of experienced financial planners, investment professionals, and tax experts who work together to provide comprehensive financial planning and investment management services.

Why Choose Us

There are many financial planning firms to choose from, so why choose Liberty Financial Planning? Here are just a few reasons:

• Our fee-only approach ensures that our advice is always in your best interest
• We take a personal approach to financial planning, recognizing that every individual is unique
• Our team of experienced professionals is dedicated to helping our clients achieve their financial goals
• We offer a range of services designed to help our clients achieve their financial freedom

Get Started

If you're looking for a trusted financial partner to help you achieve your financial goals, we're here to help. Contact us today to schedule a free initial consultation and take the first step towards achieving financial freedom.