Jeff Branson
MBA, CFP®, EA
Branson Financial Planning
Founder and Financial Advisor
Jeff Branson
MBA, CFP®, EA
Branson Financial Planning
Founder and Financial Advisor
Welcome to Branson Financial Planning! We partner with busy professionals that are looking for personal financial advice. I look forward to meeting you! - Jeff Branson, MBA, CFP®, EA
Fee-Only financial planner located in the Greater Hartford, Connecticut area, serving clients locally and across the country
Jeff Branson is a Hartford, Connecticut Metro Area fee-only financial planner. Branson Financial Planning provides comprehensive financial planning and investment management to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Branson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff Branson is a fee-only financial planner at Branson Financial Planning located in the Greater Hartford, Connecticut Metro area.
I founded Branson Financial Planning with the vision of becoming a personal CFO to households across the United States. I believe that financial advice should be clear, objective, and delivered in a fiduciary manner. Advice should come with the client’s goals and interests put first and foremost and shouldn’t be jeopardized by products or conflicts of interests. By removing the typical barriers large firms put up, advice can be stripped down to its core: to help achieve the financial goals clients strive to accomplish.
I obtained my bachelor’s degree in Business from CSU, Sacramento, my MBA in Finance from Saint Mary’s College of California, and I am a CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent. Outside of the office, I love to spend time exploring the beautiful North East with my fiance, reading, walks with my golden retriever Mavrick, and cheering on my favorite sports teams.
Jeff Branson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We exist to provide solutions to your unique financial and life challenges. Our services are defined by the one-of-a kind experience we strive to deliver to you and your family. We’re not your typical financial planner, so leave the account minimums and traditional barriers to Wall Street! We primarily serve Main Street and the young families who are ready to begin to develop a solid set of principles for their financial lives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Strategies
- Equity/Stock Compensation Planning
- Retirement Planning
Ideal Clients
- New/Young Families
- Growing Families
- Newly Weds
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeff Branson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jeff Branson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeff Branson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeff Branson is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Jeff Branson
Office Locations:
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South Windsor, CT 06074
