Financial solutions provider delivering honest and unbiased advice to families seeking a steward to lead them towards financial success!
Greetings, and welcome to Branson Financial Planning! My name’s Jeff. I’m the owner and founder and I’m very excited for you to be here.
Here at Branson Financial Planning we have one goal: continue to improve the financial lives of the families we serve. This is done through collaboration, teamwork, and a relentless pursuit of the best client experience. Your life is busy and can be downright chaotic. Partnering with a comprehensive financial planner can bring clarity, balance, and guidance to your life.
Take the next few minutes to explore our approach, who we work with, and our services and fees. If you like what you see, schedule in a complimentary consultation where we can explore a collaborative partnership between your family and Branson Financial Planning. If you have any questions, please call, email, or text me at any time at the number below. I look forward to hearing from you!
Services
→Cash flow based financial planning (top priority for financial success)
→Goal planning: summarize core values and top priorities
→Tax strategies: Review tax returns and other opportunities to lower tax bill
→Insurance review: Life, disability, and long-term care
→Access to collaborative advanced planning financial portal
→Retirement and scenario planning: Current and ‘what if’ scenarios to explore options
→Employee benefit maximization: retirement plans, life and health insurance, and stock options
→Estate planning: Beneficiary review, optimize titling of assets, and charitable gifting strategies
→Professionally in-house managed investment portfolio
→Investment screening and selection
→Quarterly performance reporting
→Personalized portfolio suited to your goals and needs
→Tax efficient re-balancing
→Hedging and low volatility strategies to decrease risk
Industry Associations
