Financial Planning | Tax Planning | Investment Management
Comprehensive financial planning for busy professionals searching for simplified solutions
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 objectives, helping you design a sound strategy for reaching your vision for the future.
Why work with us?
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.
Who we work with
Young Professionals
You’re young, hungry, and ready to continue crushing your goals. While work is an important part of your life, you want to make sure you’re balancing your cash flow early on.
Recently Married
Combining finances brings its own unique set of challenges. Personal finance is personal and having the tough money conversations with a third party financial advisor involved can make the process smoother. Combining finances might change your goals, tax situation, and overall plan as well.
Growing Family
Time is flying. It seems like yesterday you were celebrating the first birthday of your first child, but today you’re already raising a second, or third! Juggling family, your career, pursuing your passions, caring for aging parents, making time for extended family, and fighting financial challenges can be overwhelming.
Core principles we share with our clients
Collaboration: A financial journey with us is collaborative and our clients understand the importance of working as a team to achieve their financial goals.
Transparency: Honesty and openness are important to any successful relationship. Branson Financial Planning operates transparently as a fee-only fiduciary.
Education: We believe that educating our clients on the ‘why’ in our financial advice builds trust and creates transparency.
Relationships: This isn’t an 800 number type relationship. Our clients are interested in personalized financial advice because at the end of the day personal finance is… personal!
Advice: We are product agnostic and our clients are seeking someone who leads the relationship with advice.
Experiences: Our clients are interested in a personalized experience that is customized to their exact needs.