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At Liberty Star Wealth, we specialize in creating personalized financial plans that cater to your unique needs. Let us guide you on your journey to a secure financial future.

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"Michael's guidance transformed my financial outlook. I feel more secure and confident about my future than ever before!"

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Sarah Johnson

Owner, Johnson Co.

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Explore Our Comprehensive Financial Services

At Liberty Star Wealth, we specialize in tailored financial solutions. Our expertise spans retirement planning, investment management, and education savings, ensuring every client receives personalized guidance. Let us help you navigate your financial journey with confidence.

Financial Planning

Investment management

Retirement Planning

Education Savings

Insurance Planning

Small Business Planning

Financial
Planning

Developing comprehensive financial plans that align with clients' goals, including retirement planning, investment strategies, and education savings plans.

Investment management

Managing investments based on individual risk tolerance and financial objectives, potentially including stocks, bonds, mutual funds, and other investment vehicles.

Retirement
Planning

Helping clients prepare for retirement by creating personalized strategies for saving, investing, and managing retirement income.

Education
Savings

Guiding families in saving for college and other educational expenses through various savings plans and investment options.

Insurance
Planning

Assessing insurance needs and recommending suitable insurance products to protect against financial risks.

Business
Planning

Empowering business owners to grow wealth inside and outside their business — building a financial future that doesn’t rely solely on selling the business to fund retirement.

Secure your retirement savings now!

It's never too late to secure your financial future. With Michael's personalized guidance, you can create a retirement plan that fits your unique needs, even if you’re starting in your 50s.

Secure your retirement savings now!

It's never too late to secure your financial future. With Michael's personalized guidance, you can create a retirement plan that fits your unique needs, even if you’re starting in your 50s.

Learn More

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Blog

Insights for Your Future

Explore our latest financial insights and strategies.

I’m 55yr old was able to have save $60K in retirement!

After years of hard work and dedication, I'm thrilled to have reached a major milestone at 55. I've saved $60,000 for retirement, a testament to my commitment to financial security.

Read Case Study

I’m 55yr old was able to have save $60K in retirement!

After years of hard work and dedication, I'm thrilled to have reached a major milestone at 55. I've saved $60,000 for retirement, a testament to my commitment to financial security.

Read Case Study

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Call us today to discuss your financial future.

Flexible meetings

We offer convenient financial consultations, either in person at your location or virtually via Zoom.