Stephen Braun is a registered investment advisor at Liberty Financial Planning, INC., based in Canton, MI, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 66 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Liberty Financial Planning offers Financial Consulting Services for a fixed annual retainer, ranging from $100 to $10,000, based on the complexity of the client's circumstances. This fee is negotiable. The retainer typically covers a one-year period and is paid in monthly installments. These services may include financial plan and investment account reviews, progress reports, or advice on a periodic basis.
Liberty Financial Planning offers Financial Planning Services for an hourly fee of $200. This service provides a written financial plan designed to help clients achieve their financial goals. The plan may address areas such as emergency funds, retirement, education, investments, taxes, death and disability, and household finances.
Location
Canton, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a member of Liberty Family Resources, LLC, a public speaking business, since 2003. He spends minimal time scheduling, preparing, and giving presentations, as well as maintaining the business.
Employment History
Current Registrations
Liberty Financial Planning, INC.
State Registrations1 state
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