Enhancing Life's Journey Through Wealth
Personalized Wealth Management Solutions and Services
Does this sound like you?
“The pressure from my career is taking up too much time…”
“I am incredibly frustrated with my financial life…”
“I’ve got an important financial decision to make and I need someone to talk with…”
“I am sick and tired of living my life based on dreams with no plan to make them a reality…”
“I’m embarrassed or uncomfortable to talk about money with my significant other…”
“I’m just plain needing help…”
If so, let's talk
Hello and welcome! 👋 I’m so glad you stopped by. If you’re like most people, thinking about money might bring on a swirl of complex numbers, confusing jargon, and endless what-ifs. But guess what? It doesn’t have to be that way.
Here at Branson Financial Planning, we’re on a mission to simplify your life. Think of us as your personal guide to a happier, less complicated, and more fulfilling future. We take the puzzle pieces of your financial life and assemble them into a clear, easy-to-follow plan. In short, we turn the foggy path of money into a well-lit, scenic route.
Why? Because we believe that everyone deserves the peace of mind that comes from knowing they’re financially secure. We’re not just planning your wealth; we’re helping you carve out a future that allows you to dream bigger, breathe easier, and live more joyously.
So go ahead, take a look around and let’s connect soon. Your brighter, simpler future is just a conversation away.
all your questions, answered
We are currently located in South Windsor, Connecticut, but we work with clients all over the country. Logistically, all you need is an internet connection and a laptop to work with us.
We currently only meet with clients over Zoom. This allows you to work with us no matter where you are located across the country.
It depends on a few factors that are best addressed by meeting and discussing what you’re looking for in an advisor. For example, a client with 6 rental properties and 3 businesses will be charged differently than a client that has a W2 job with little complexity.
We would be happy to give you a quote after meeting.
We also adhere to a fee-only standard. Meaning we don’t sell any commissioned based products.
We provide financial services. We won’t be a good fit if you don’t have some level of finances to provide solutions for. Complete our ‘contact us’ form to see if you’d be a good fit.
Wisdom for your financial journey
No sales. No gimmicks. Just high yield financial advice to improve your life.