We succeed with clients who value our concierge-style, family-focused approach. To determine if Brandon Financial Planning is right for you, we offer a complimentary consultation. During this time together, we’ll explore your financial picture and investment style, your family’s situation, and your dreams and fears. We’ll also provide you with an opportunity to learn more about us, how we work and our pricing structure. If following the consultation you want to move forward, we will provide a proposal, including details about services and costs.

To schedule your consultation, please call us at 901.324.6600.