Wealth Management for busy professionals
Cash Flow | Tax | Investments | Stock Options | Insurance | Estate
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.
The Branson financial planning difference...
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 eliminate 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.
Advice Based: We deliver advice and recommendations. We are not here to sell you a product. We are here to provide sound financial advice to make you successful. Our fees give you unlimited access to an advice driven financial planner.