At Pro Wealth Management, a division of Branning Wealth Management, we seek to alleviate the financial stress of long term planning for young professionals and help you reach your goals both during your active professional career as well as into retirement.
Pro Wealth Advisor Kelly Jennings says it best:
"As a former professional athlete myself, I understand the questions you have and the decisions you have to make. I also realize that you have many options when it comes to choosing a financial advisor. Not everyone, however, will truly be able to understand your unique situation or your goals, and how they relate to your professional career and leaving a legacy. I have been there myself, and now I want to help you as you navigate this exciting time."
With our financial knowledge and experience with young professionals and in the athletic realms, we offer you not only financial guidance and advice, but also the support and accountability you need to stay on track. We also make it our mission to educate you throughout the process and share key elements that will help ease the life-changing financial decisions you have to make.
We offer independent, objective, and client-specific wealth solutions with a focus on advising young professionals nation wide. Our goal is to give you a clear picture of the best/worst case scenarios and not just focus on the biggest return.
We only seek to act in the best interest of our clients. We will disclose any conflicts of interest should they arise.
We believe in being 100% transparent when it comes to fees. We fully disclose all fees upfront– transaction costs charged by the custodian, fees to the advisor, and fund level costs. There are no hidden fees.
We make investment decisions based on your best interests and not based on our internal sales goals. We look to find our clients the best investment for the lowest cost that fits within their plan.
We help you organize the many financial parts of your life into a simplified plan. It all starts by having an understanding of your assets, liabilities, income, expenses, insurance and other key elements that may be part of your life and have an effect on your finances. We then focus on understanding what your goals are (such as early retirement, vacations, purchases of homes or cars, etc.). As a result, the comprehensive plan that we prepare will include all of the necessary information you will need to determine how your goals can be achieved and steps needed for implementation. As we know that no “one size fits all” and that there are many events that will change the course of your life as time goes on, we stay in constant communication and will continue to monitor and adjust your financial plan so that it will always meet your needs.
Many individuals tend to decide on their own where and when to invest, but having an extra hand to guide you can help. Let us take care of managing your investments while you enjoy your life passions on and off the field.
We believe that for young professionals there is an opportunity to strategically and uniquely manage the taxation process to help maximize long-term asset growth. We take a look into how taxes affect planning strategies and investment returns. After all, we don’t focus simply on year-end considerations but rather proactively look at the entire year to analyze your situation. Comprehensive and timely tax planning is the key to proper and prudent tax management.
As a young professional, you may find yourself with a relatively high income but not really prepared to manage this sort of cash flow. At the end of the day it does not matter what you make but what you are able to keep. We help you establish and monitor your budget to determine your financial foundation. In addition, we educate you so you understand how the framework we have created for you is one you can adapt to your life goals and continue to implement as time goes on.
Part of managing your finances in a prudent manner is understanding your comfort level with risk and making sure you understand how it relates to your investments. We start by conducting a comprehensive review of potential life events that could cause a high risk of financial loss and impact your overall financial well-being. Using this assessment, along with having a thorough understanding of your comfort level with risk, we provide recommendations on how to potentially avoid losses and take advantage of opportunities that may come your way.
Many times estate plans are designed only to minimize taxes and not to continue your values and legacy to future generations. At Pro Wealth Management, we offer you guidance and recommendations based on your specific situation. We focus on understanding not just your goals, but the goals of your heirs, home, business and anyone else who might be involved in order to provide you with a holistic plan that will help carry on to generations to come.
Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation---Stephen J. Huxley & J. Brent Burns
Rich Dad Poor Dad---Robert T. Kiyosaki