Mike helps clients develop a personalized, long-term financial plan based on their unique needs and circumstances. He then provides specific recommendations based on the financial plan, as well as ongoing support, review and advice regarding those recommendations.

Mike is also one of the Twin Cities leading providers of “The Value of a College Education and The Reality of Paying for It” college planning workshop. He delivers this presentation to numerous high schools and community education programs in the Twin Cities. His ideas and strategies have helped hundreds of families increase their understanding of the financial aid system, make better choices as consumers of a college education, and find ways to pay less for their children’s education.

Mike Branch and his team provide comprehensive financial planning and wealth management services to individuals and small businesses. Most of his clients are between the ages of 45 and 65, are focused on planning for retirement andeducating their children, and have a minimum of $100,000 in investable assets.

Services include:

• A written financial plan that ties together retirement, college planning and other financial goals.
• Specific strategies and recommendations to plan for retirement, produce retirement income, reduce college expenses, maximize tax savings, and manage investment assets more effectively.
• Late stage college planning for families with high school and college-aged children.
• Independent, fee-based investment management services offered through Charles Schwab, Inc. and/or Royal Alliance Associates, Inc. Primary services include asset allocation, asset management, and retirement income planning.
• Analysis and advice on company sponsored retirement and benefit plans, life insurance, review of existing wills and trusts, and tax documents.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.  With any investment vehicle, past performance is not a guarantee of future results.