Life’s Next Adventure Is Waiting…

How Close Are You To Your Retirement Dreams?

Welcome to Branch Planning

We’re here to help you meet YOUR goals for YOUR future.

  • Is your Variable Universal Life Policy still in sync with your current needs?
  • Call us for a quick review to be sure it’s meeting your performance expectations.

Branch Planning specializes in tailored plans that align with YOUR unique retirement objectives.

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

With the right plan, you can:

  • Retire with confidence
  • Protect your family’s future
  • Protect your future healthcare needs
  • Prepare for the unexpected
  • Leave a legacy
  • Plan beyond your 401k

Brian Work and Melanie Ferguson invite you to come dream with us about what you wish for your retirement years. We offer you a safe space where we’ll listen to your goals and concerns, and if you dare to share, what keeps you up at night when you consider what your retirement years will look like. From there, we’ll educate and strategize with you for a plan that fits your retirement and your family’s future.

“One of the hardest things about retirement planning is to know who to trust.
And I’ve known Brian and Melanie for years. Call Them Now at 720.428.2027!”Hugh HewittHugh Hewitt
94.7 The Word/KRKS & 710 News/Talk Radio

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Our goal is to help individuals and couples plan for retirement in every aspect. We offer personalized solutions to assist you in reaching your long-term goals and having a secure retirement.

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

Income
For Life

Design an income plan that delivers dependable income and financial security for life.

living Benefits & Long Term Care

Plan ahead for the unexpected with options to reduce financial and emotional burdens and offer you and your family peace of mind.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Legacy Planning

Using proactive estate planning strategies, ensure that your estate and loved ones are shielded from unnecessary taxes and the complexities of probate.

Minimize Taxes

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.