Take Control of your financial life

  • Financial Planning
  • Investment Management
  • Tax Planning
  • Retirement Planning
Success Stories

True wealth is about more than just money. It’s about having the freedom to live your life on your own terms. Let’s work together to put a plan in place to give you the freedom you deserve.

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Order

Life gets complicated and as a result gets unorganized. Let’s work together to bring you balance and organization.

Simplicity

Money contains many complex, moving parts, that all effect each other. Let’s work together to bring simplicity and clarity in your life.

20 Confidence

Confidence

Lack of confidence in your finances can effect your mental health and other parts of your non-financial life. Let’s work together to give you the confidence you deserve in your finances.

Control

Money is an incredibly powerful tool that can control us more than we would like. Let’s work together to aim your finances at bringing more control and freedom to your life.

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The Branson Financial Planning Difference...

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

Our pricing is simple and transparent. We believe a flat fee eliminates many conflicts of interest and allows us to better serve clients. See our Services and Pricing page for more details. 

We march to the beat of our own drum. Meaning, 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.

Enjoy working with us from the comfort of your own home. We hold all meetings virtually over Zoom. We will have a successful relationship as long as you have internet and the ability to communicate over Zoom, email, and phone calls.