GenX
You always have something to retire FROM - make sure you have something to retire TO.
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Johnson Rhett
Financial Advisor
CFP®, ChFC®
Branning Wealth Management, LLC4266 I-55 #108, Jackson, MS 39211
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Millennials & GenZ
Automate your financial life
Retirees or Seniors
You always have something to retire FROM - make sure you have something to retire TO.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Take a minute to step back and see the bigger picture before jumping into action items.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Want to learn how we can help you? Start here. This 10-episode video series covers the foundational concepts behind how we build retirement income plans. https://www.branwealth.com/10-minutes-wealthier
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.