Our Story: The Team At Branch Planning

We’ve FOUND that Retirement hasn’t always been embraced as a reward for a job well done.

After several collective decades we left our leadership positions in broadcast & digital media to start Branch Planning

Sometimes, it can have a real negative feel to it… like referencing that its life’s final chapter. Whether you’re already enjoying retirement, or you just want to know more about how to properly plan for retirement, we’re here to understand YOUR goals and needs.

After several collective decades we left our leadership positions in broadcast & digital media to start Branch Planning. We’ve specialized in helping many meet their business goals, and now with more focused, educated passion we get to help people on a more personal level with their financial concerns. Concerns… like long term healthcare, or having enough money in retirement. In fact, did you know that 3 out of 4 retirees fear running out of money in retirement, more than they fear death!?!

At Branch Planning, one of our desired missions is to help remove that fear! We are independent agents who represent a variety of companies and solutions. Not just one company with only one idea.

Our desire is to help you to have access to lots of options to consider. Maybe you’d like to create a plan for additional income for the rest of your life. Maybe you want a plan for long-term care. Or maybe help in determining the best way to leave a legacy to your family or favorite charity.

With so many things to consider, it can get confusing. And who do you trust? Right!?

We desire to be a true, trusted resource for your retirement plans. We want to eliminate the confusion and offer real life options. Some of these options you may not have heard of… or even knew were available. You deserve to know more!

We can’t wait to meet you!

Brian Work, Independent Life & Health Licensed Agent

Licensed Agent-National Producer License #7335607
720.428.2027 | [email protected]

Brian Work, Licensed Agent | National Producer #7335607

Brian Work, Licensed Agent

Prior to joining the team, I enjoyed over 40 years’ experience in media and advertising as a General Manager and Regional VP. This has allowed me to gain lots of insight into developing and achieving successful financial plans.

Now, it’s my vision to help individuals with their own financial planning for the future. Successful planning starts with goal setting. What do we want our tomorrows to look like? What is possible? This takes us from fear and speculation to confidence and belief.

I also place a high value on faith and integrity. I firmly believe in conducting business with the utmost honesty and transparency. I may not be able to help everyone. But clients can trust that I will always act in their best interests and provide them with accurate, unbiased advice.

As a husband, Dad, “Grandpa”, (and even great-grandfather), you can be assured I have deep empathy for the need to address current risks and concerns, as we search for the best options ahead for your future. I currently live in beautiful Douglas County, Colorado and hold licenses for Life and Health Insurance in Colorado, Texas and Florida.

Melanie Ferguson, Independent Life & Health Licensed Agent

Licensed Agent-National Producer License #20981832
720.428.2027 | [email protected]

Melanie Ferguson, Licensed Agent Licensed Agent | National Producer #20981832

Melanie Ferguson, Licensed Agent

With more than twenty-five years of sales, service, and customer relations experience, most of Melanie’s professional career has been devoted to helping clients achieve their marketing goals & business growth while managing broadcast & digital marketing teams to achieve greater personal growth and success.

However, after taking a jump out of corporate media, Melanie diverted her career path into the financial services world by way of Licensed Life & Health Insurance and Long-Term Care Certification. She now begins each day with renewed curious enthusiasm to help many achieve their future goals and follow their retirement dreams. From personal experience and helping to manage her aging parents’ finance, health, logistic needs and more, Melanie is driven by a personal desire to educate and inform many who are vastly unprepared for their retirement years. Her commitment is to uncover each individual’s needs in order to achieve long-lasting solutions for each customized future.

Proud mom of two grown sons, one incredible daughter-in-law and a four-year-old grandson who holds her heart, Melanie lives in Littleton, Colorado with Mike, her husband of 35 years, and their 100 lb. Australian Shepherd/Bernese Mountain pooch, Bungee.