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Our services are clustered around you, our client, and your financial planning needs, goals, and problems. We seek first to understand you, your money personality, risk profile, and current financial situation. Then we seek to understand their connection and intersection with your life planning needs, goals, and problems. Research and experience have demonstrated that any financial need, goal, or problem you have can best be addressed by using the Six Step Financial Planning Process in partnership with a Certified Financial Planner (TM) professional. A CFP(R) professional has enforceable professional standards of behavior in becoming your best Partner in Accountability in this process. You will be served by a planning team that is led two CFP professionals. Within this framework, we seek to become your partners in the accountability in specific areas in which you wish us to serve you.
Financial Independence/Retirement Our Special Expertise
For over half a century we have earned a world-class reputation for our concepts and strategies in creating a process for each client to achieve financial independence. A person who has achieved financial independence has many options, including retirement. By this we mean sufficient capital to provide an adequate income for life to you at a designated age.
Total Financial Planning
For those clients who desire total financial planning we create a unique financial plan based on their situation, needs, goals, and problems based on their money personality and risk profile. This can include special needs and goals such as education funding, travel funding, and special objectives funding. It also includes estate planning, estate administration, and financial repositioning programs for heirs.
Life Planning
We pioneered Brandon Life Planning Programs that interact with and expand the values of Brandon Financial Planning. These include the Brandon Financial Education Program for Heirs, the 78 Lesson Brandon Planning Curriculum and 15 Brandon Life Planning Power Packs. They are designed to provide concepts and strategies for specific planning needs, goals, and problems.
Individual and Special Situations
We are also expert in focusing on a specific financial situations you may face.
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