ABOUT BRANDED FINANCIAL PLANNING


At Branded Financial Planning, we proudly serve clients with integrity, guided by Christian values. Just as a cattle brand marks livestock, protecting and preserving its identity, our firm is committed to providing financial solutions that are stamped with trust and faith. We aim to safeguard your financial future, ensuring every decision is aligned with your values, securing a legacy that lasts. Our mark is one of integrity, transparency, and stewardship—always keeping your best interests at heart.

Our services

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.
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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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OUR TEAM

Katie Mohan

Marketing Director

Marco Galvan

IT Director

Shawn Baxter

Chief Compliance Officer

Carolyn Sterling

Practice Management Director

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