Michael Branham (CFP®)
Michael Branham focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I've worked extensively in the field of retirement withdrawal rates and retirement income construction, as well as with Gen X peers in planning their financial futures.
Additional Information
Former President of NexGen (2007)- FPA's Community of Next Generation Planners
Former President of the Financial Planning Association (2013)
NAPFA Start Date
November 04, 2015
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