Dale Branda (CFP®, MBA)

Dale Branda focuses in the
following client markets or areas of practice:

AUM

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Planning Specialties

Our services center around the integration of financial planning and investment planning that helps us manage your portfolio and make adjustments based on your changing lifestyle, financial needs and goals. Comprehensive Financial Planning services include long and short-term goal planning, risk assessment, retirement income planning, cash flow forecasting and other services designed to help chart a path toward achieving your financial goals. Investment management services help put your plan into action using a disciplined investment process based on your goals, needs, and risk tolerance. We review portfolios and manage cash on a daily basis, provide quarterly performance reporting and regular, in-person reviews of your plan, investment policy, and objectives.