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Who I Work With

Advisor Services

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Fee Based Financial Planning

A comprehensive evaluation of your current pay and future financial state. Take the guessing out of your planning.

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Retirement Planning

Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement.

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Business Exit Planning

Exit Planning is the creation and execution of a strategy allowing business owners to exit their businesses on their terms.

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Investments

In general, to invest is to distribute money in the expectation of some benefit in the future.

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Disability Insurance

Disability insurance is a type of insurance that will provide income in the event a worker is unable to perform their work and earn money due to a disability.

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Life Insurance

Insurance is a means of protection from financial loss used to hedge against the risk of a contingent or uncertain loss.

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Long Term Care

Long-term care is a variety of services which help meet needs of people who cannot care for themselves for long periods.

ROSS BRANNON
I received a degree in finance and entered the world of real estate. I slowly began accruing rental properties and peaked with 44 rental properties in my portfolio. I naturally progressed into becoming a real estate agent. I was a successful and enjoyed the nature of the business, but eventually another great opportunity came knocking.