Brandon Financial Planning Inc

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We are a third generation family-owned and operated Financial Planning firm, serving since 1952. We serve individuals, families, and corporations in creating, implementing, and servicing financial plans. We also serve those who have specific financial needs, problems, or goals such as Professional Asset Management, Retirement Planning, Estate Planning, Education Funding, use of credit, and financial emergency situations. We serve a wide variety of clients, ranging from those who are just beginning to save and invest to those who have multi-million dollars of assets.

We offer a first-time consultation meeting at no cost or obligation in which a person can outline their specific financial needs, problems, or goals. During this meeting, we seek to determine if our half-century expertice and experience is appropriately matched both to the person and to the financial needs, problems, and goals. In each case we have two Certified Financial Planners evaluate the situation. If we and our clients choose to establish a financial planning relationship, we will have both a Planner and an Analyst serving them.

A client can enter into a retainer relationship for financial planning of one year or an hourly basis. The firm is known for developing long-term relationships. The relationship can be renewed from year to year, if desired. The firm is also known for pioneering Brandon Total Financial Planning, and the Brandon Financial Life and Planning Programs which are designed to connect, interact, and expand the value of financial planning. The firm is a leader in Financial and Life Planning Programs for clients, their heirs and other vital persons.