Financial Planning and Investment Management

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.

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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 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.