Business Owners

Empower Your Business with Tailored Financial Solutions

At Liberty Star Wealth, we specialize in creating customized financial strategies that align with your business goals. Our expert team is dedicated to providing you with the guidance needed to thrive in today’s competitive landscape.

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Securing your business future today

Protect what you've built

Implementing tax-advantaged solutions to incentivize and keep key employees.

Protecting our business value

Crafting succession strategies that guarantee your business continues to prosper even when you're no longer at the helm.

Planning Personally

Ensure a secure future by crafting a retirement plan tailored to your needs, rather than depending entirely on selling your business.

EMPOWER

Your Financial Future Starts Here

At Liberty Star Wealth, we specialize in personalized financial strategies for your business that allow you to reach the next level. It's time to take off one of those hats, our team is dedicated to guiding you towards achieving your financial goals.

Our Expertise

Michael holds the CRPS® designation which educates experienced advisors on the process for building and maintaining business retirement plans.

Participant focused

Your employees are my focus so that you are able to continue to build a better and bigger business.

Tailored Financial Solutions

Our customized financial strategies ensure that your unique business needs are met. We focus on your goals, helping you navigate the complexities of financial planning.

Expert 401(k) Guidance

We provide comprehensive support for establishing and managing 401(k) plans. Our expertise ensures compliance and maximizes retirement savings for you and your employees.

Growth-Focused Strategies

Our financial strategies are designed to align with your business growth objectives. We help you make informed decisions that drive expansion and sustainability.

Schedule Your Free Consultation

Discover how our personalized services can help you achieve your financial goals today.

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FAQs

Find answers to common questions about our financial services and how we can help you.

What services do you offer?

We offer a range of services including retirement planning, investment management, and education savings. Our team tailors each plan to meet your unique financial needs. We are dedicated to helping you achieve your financial goals.

How do you charge?

Our fee structure is transparent, with a tiered structure on assets managed. This ensures you know exactly what to expect without hidden costs. We believe in providing value for every dollar spent.

Can I meet you?

Absolutely! We encourage personal meetings to discuss your financial needs. You can schedule a consultation through our website or contact us directly. We look forward to getting to know you.

What is your approach?

Our approach is personalized and collaborative, focusing on building long-term relationships. We take the time to understand your goals and challenges. This allows us to create strategies that align with your vision.

Do you offer support?

Yes, we provide ongoing support to our clients. Our team is always available to answer questions and adjust strategies as needed. We are committed to your success at every stage.

How can I start?

Starting is simple! Reach out to us via our contact form or give us a call. We’ll guide you through the process and set up an initial consultation.

Still have questions?

Reach out to us for more information.

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"Securities, financial planning and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC." and "Check the background of your financial professional on FINRA's BrokerCheck."

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