Jeff Branson, MBA, CFP®, EA - Owner and Founder

Hi there! I’m the proud founder of Branson Financial Planning, your go-to source for retirement planning. My dream has always been to be the “personal CFO” for families all around the U.S. Why? Because I genuinely believe that financial advice should be as transparent and straightforward as a heart-to-heart talk with a friend. My commitment to you is to always put your best interests at the forefront, steering clear of any products or agendas that could cloud that commitment.

Why do I care so much? Large firms often put up walls that make financial advice feel complex and unapproachable. I want to break those walls down, so we can get right to what matters most: helping you reach your financial dreams, whatever they may be.

When I’m not in the office, you’ll probably catch me outdoors, taking long strolls with my golden retriever Mavrick. I’m usually plugged into a podcast or lost in a good book. If it’s a sunny day, there’s a good chance I’m playing a round of ultimate frisbee. Evenings and weekends are sacred family time, which I spend unwinding with my wonderful fiancée and passionately rooting for my favorite sports teams.

I can’t wait to work together and make your financial dreams a reality. Let’s connect soon!

What is a 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.

What is an Enrolled Agent? Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.