“Windham Brannon has been a trusted advisor to three generations of our family. They have helped us effectively plan for and work through several difficult transitions to the benefit of the entire family.”

Multi-Generational Family Client

Personal Planning Services

Windham Brannon Personal Planning Services, P.C., provides objective financial and tax planning. We work to protect your investments and administer your family investment partnerships to provide the highest levels of financial security. We sell no products, nor do we accept commissions or fees from brokerage firms, investment managers, mutual funds, insurance companies, banks or other outside parties.

The services we provide complement the accounting and tax services provided by Windham Brannon, P.C. Our goal is to ensure your comfort and security with the planning of your finances and eventual transfer of wealth to your family.

Services include:

Insurance coverage analysis
Education funding
Charitable planning
Trusts and family limited partnerships
Bank trust department monitoring
Review of wills and asset titling

You’ve worked hard for what you have. Windham Brannon helps you keep it.