Financial Planning

Windham Brannon provides comprehensive financial planning services, objective financial services €”working on your behalf to protect your investments and administer your family investment partnerships to provide the high levels of financial security you need. Our planning process is objective: We sell no products, nor do we accept commissions or fees from outside third parties such as brokerage firms, investment managers, mutual funds, insurance companies, or banks. We act in an advisory capacity, giving you confidence that your best interests are in mind.

Our financial planning professionals leverage deep expertise and broad experience. We work with you to consider investments, insurance, budgets, trusts, estate planning, giving, wills, providing for children's education and parent'€™s care €”and more. Windham Brannon'€™s comprehensive, collaborative process to financial planning is designed to ensure your long-term comfort, and security.

Insurance Coverage Analysis

Education Funding

Charitable Planning

Trusts & Family Limited Partnerships

Bank Trust Department Monitoring

Wills and Asset Titling

Entity Selection for Holding Assets

Asset Protection & Risk Management

Intra-Family Financial Issues