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Proactive Planning 

In Wise Stewardship 

Of All Resources


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Stable, Secure, Sustainable

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.

What Solution Best Serves You?

Why should your financial plan be a “cookie cutter” solution? You deserve a financial plan that is 100% tailored to you.

Learn More About The Plans We Offer

Our services start by completing a set of online pre-meeting questions.
Once we receive those we will reach out to schedule a complimentary 30 minute phone meeting.

pre-meeting questions

Read More in Our Article Library

MRT is a unique comprehensive retirement planning process co-created by Jason K. Banning, CFP®, BWM’s founder.

Published Papers, etc.