We like to make wealth management more personal

At Brannan Wealth Management our focus is on your complete financial well-being – and believe in providing a holistic offering that touches on all aspects of a sound financial picture.

Planning for your financial future is more than just looking at numbers. You, your family and your goals and dreams create the backdrop that help the numbers make sense.

Brannan Wealth Management can help you gain peace of mind and provide you with a roadmap to reach your dreams. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, we will work with you every step of the way.

Insurance

There are a number of unexpected life events that can interrupt your financial goals for the future. Reviewing your financial objectives and protection needs is an important step towards reaching those goals.

Whatever your stage in life, we can help you feel financially assured with a variety of insurance products that meets your specific needs – whether it’s family protection, business continuity, estate preservation or investment solutions.

Products and services include:

• Life insurance
• Disability insurance
• Critical illness insurance
• Long-term care insurance
• Health care benefits
• Travel Insurance

Planning

The Life Planning process provides you with the opportunity to look at your life from a “big picture” perspective, beyond the dollars and cents. It lets you delve into what matters most to you and your family. Most financial plans are obsolete the minute that they are printed. Life Planning is a dynamic process that involves modeling your life as it is now, how you would like it to be in the future and incorporates all of the changes that may come about along the way.

The Life Planning process will help you understand which actions will be most effective in helping you close any gap between the way things are today and how you envision them to be in the future.

With Life Planning, you participate in every step of the planning process. You align lifestyle decisions with effective financial planning tactics that suit your unique requirements.