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Custom Wealth Solutions is an independent financial services firm providing comprehensive wealth management and tax planning services to individuals. Our team of experienced professionals helps clients create a personalized financial strategy, offering custom wealth solutions, tax solutions, and insurance products to achieve their financial goals.
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Liberty Financial Planning provides objective financial advice, custom financial plans, investment advice and management, and tax preparation services on a fee-only basis. Our dedicated team takes the time to understand your unique goals, dreams, and needs, building a close working relationship based on mutual trust and respect. We offer flexible appointment scheduling, including in-home or in-office meetings, to fit your busy schedule. With nearly 20 years of experience, we've helped numerous clients in Michigan and across the U.S. achieve financial freedom.
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