At Brandon Financial Planning, it's our family's business to help generations of clients' families save well, live well, give well and sleep well. For more than six decades we've helped families use money as a tool to achieve their dreams. Tell us what you want to accomplish in life, and we can help you build, grow, share and preserve the wealth you need to do it.
As your financial partner, our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how. Despite the Delta variant, inflation fears, and supply chain disruptions, and uncertainty in Washington on spending and tax policies, the economic recovery from the pandemic meltdown remains intact.
As your financial partner, our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how. Despite the Delta variant, inflation fears, and supply chain disruptions, and uncertainty in Washington on spending and tax policies, the economic recovery from the pandemic meltdown remains intact.
Services
We believe financial planning should be powered by dreams. For some of our clients, however, the engine is fear. Fear that they will outlive their money, their special-needs adult child will be left alone in the world to fend for his or herself or that their family will not respect their values or wishes.
At Brandon Financial Planning, we believe life should be the adventure, not your finances. Our mission is to help multiple generations of families save well, live well, give well and sleep well. We can help you build your wealth, through a combination of wise investing, teaching the principles of responsible asset management and improving productivity.
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.
We start each client relationship with a plan. The goal isn't money for money's sake. Our mission is to guide clients in using their money and earning power to help them accomplish what they want to achieve in life, whether it's building a Fortune 500 business, endowing a chair at their alma mater or retiring to a beachfront home.
Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement. A 401(k) plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
Reviews
Be the first to review Brandon Investments.
Write a Review
