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Retirement Planning for Any Stage

Plan Smarter · Maximize Resources · Preserve Your Legacy

Our Philosophy

The Branning MATCH process utilizes our combined 50+ years of experience, decades of Nobel-prize winning research, and thousands of hours of training to focus on one objective.

We want to create a comprehensive financial plan that determines the optimal strategy to match the timing of your future financial goals with the best use of your investments and other resources.

Branning MATCH connects your plan and your investments,
so you know WHY you are taking any action.

Why Branning Wealth?

Proactive Planning in Wise Stewardship of All Resources

At Branning Wealth Management, we’re passionate about helping our clients achieve their goals.
We take a unique approach to financial planning using the Modern Retirement Theory
and Asset Dedication.

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    Fiduciary

    We are fiduciary financial advisors. We are required to always act in the best interest of our clients both both ethically and legally.

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    Diverse Team

    We have assembled an experienced team of advisors each having their own areas of expertise to help ensure we can meet your planning needs.

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    Safety-1st Approach

    We match cash flows to projected liabilities for stability while investing the balance in an allocation geared for long-term growth.

Who We Work With

Starting Out

The sooner you get started on a path to maximize your whole balance sheet including Human, Financial & Social capital – the stronger your foundation for future wealth creation will be. If you are asking yourself the following questions, we can help put you on the right track toward success:

  • Should I invest or pay off debt?
  • How will my spending today affect my finances long-term?
  • Should I be contributing to my company retirement plan? How much?
  • How much should I have saved before new cars, houses, and even marriage?
  • Can I do more to save on taxes?
  • What are the biggest threats to my financial security?

Saving for Retirement

People say the only two things that are certain in life are death & taxes. At Branning Wealth, we want to help you add a nice retirement to that list. We believe we can provide particular value to those clients near or considering retirement as we provide direction on the following:

  • Formalizing and prioritizing retirement goals – How much longer will I need to work to achieve these goals?
  • Are my investments appropriate for my objectives?
  • What is the best way to save for college?
  • What can I do today, to minimize future taxes and other expenses?
  • Am I maximizing my company benefits?
  • When should I exercise my company stock options?
  • I think I am on the right track but would like a second opinion.
  • How can I plan now for a long-term care event?

Retirees

You have been diligent about planning & saving and are ready to take the leap, but there are still concerns that need to be addressed:

  • Will my lifestyle need to change?
  • What happens if I retire at the same time the market drops?
  • What is the most tax efficient distribution strategy?
  • Will I outlive my money?
  • Do my investments need to be more conservative?
  • What is the best strategy to optimize Social Security payments?
  • Does a ROTH conversion make sense and when?
  • What kind of legacy will I be able to leave for my loved ones?

Retirement Plans & Endowments

In today’s competitive business environment, a company retirement plan is an essential benefit to retain top employees. We can work with you to create a retirement plan that focuses on:

  • Selecting superior, low-cost investment options
  • Understanding the potential tax advantages to both you and your employees
  • Keeping administrative costs low
  • Understanding your fiduciary responsibility to your employees
  • Minimizing your liability associated with sponsoring a company retirement plan
  • Providing individualized education and coaching to your employees

Athletes

Our advisor and former NFL Athlete, Kelly Jennings, specializes in providing customized Financial Solutions and Investment Services for professional athletes.

Kelly’s time in the NFL combined with years of experience as a financial planner and father, has given him greater insight to the unique challenges facing professional athletes. Not only is their life expectancy a lot longer than the average retiree, but they also receive the bulk of their money early in their career.

With proper planning, these resources can be maximized and preserved so that they last through retirement and beyond - leaving the financial legacy that was always envisioned.

Divorcees

Divorce is the largest financial transaction of most people’s life, during the most stressful time of most people’s life. It only makes sense to have a financial expert on your team.

No matter what stage of divorce you are in, our advisor and Certified Divorce Financial Analyst®, Kristi Tidwell, can partner with you. From assisting with the overwhelming financial homework and evaluating settlement offers on the front end, to rebuilding afterwards and protecting what you were awarded, she does it all.

Let us help when you need it most.

Are you ready to begin your planning journey?

Getting Started

Although everyone is at a different place, our first step will always be the same - we will do a deep dive into YOU. We will have a series of data gathering meetings until we feel we have all the pieces of your personal puzzle - feelings, resources, goals, etc.

Complimentary Call

An initial complimentary 30-minute phone call will give us both a chance to make sure your advisory needs match our expertise. If we are not positioned to help, we will offer guidance to the right expert for your unique needs.

Once you determine you would like to move forward, we apply our MATCH process to start construction of your unique financial plan. You will continue to meet and collaborate with your advisor regarding our findings until you are left with your own highly customized roadmap forward.

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