We know life can get complicated. Our job is to help make it simpler. We take the time to understand all of your goals and dreams, helping you design a sound strategy for reaching your vision for the future.
CERTIFIED FINANCIAL PLANNER™: A CFP® Professional takes a holistic, personalized approach to bring all the pieces of your financial life together. Every client works with a CFP® at Branson Financial Planning.
Fiduciary: Honesty and openness are important to any successful relationship. Branson Financial Planning operates transparently as a fee-only fiduciary.
Fee-only: We do not collect commissions, kick backs, or referral fees. We are strictly paid by our clients. This eliminates an enormous amount of conflicts of interest.
Independent: We don’t have a parent company to answer to. This allows us to stay nimble and quickly pivot to the changing needs of our clients. We are also a small business; the backbone of this country.
Virtual: Enjoy working with us from the comfort of your own home. We will have a successful relationship as long as you have internet and the ability to communicate over Zoom, email, and phone calls.