WHAT MAKES US DIFFERENT?
WHAT MAKES BRANDON FINANCIAL PLANNING DIFFERENT?
Our Certified Financial PlannerTM (CFP®) and Chartered Financial Analyst® (CFA®) credentials, concierge-style service and fee-based pricing structure separate us from the rest of the financial advisor industry. You pay one yearly fee and you receive unlimited financial guidance, by phone or in person, by an experienced team that understands your finances from top to bottom. You know exactly how much you’re paying for financial guidance no matter how complicated your life gets.
CONCIERGE-STYLE SERVICE EVERY TIME
Among our clients, our personal service is legendary. Many of the people we serve today are third and fourth generation clients, descendants of our “founding” clients who joined us when we first opened our doors in 1952. While they may not always see eye to eye with their parents or grandparents about fashion, lifestyle or values, they have grown up understanding the importance of having Brandon Financial Planning by their side.
For many clients, we’re the first call when there’s a family crisis. Although we’re tough when it comes to crunching numbers and tax codes, we have a gentle touch when it comes to sensitive, private matters such as a death, divorce, addiction or illness. We understand these things because we’re a family, too.