The Financial Bridge
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Jack Branch
Retirement Planning Specialist As host of the Retirement & Income Radio Show and President and Founder of Branch Wealth Strategies, Inc, Jack enjoys assisting his clients of all walks of life by securing their financial future as they prepare for and enter retirement.
Calling on his nearly two decades as a licensed professional, Jack specializes in strategies that assist his clients in achieving safety, security, growth without stock market risk, and lifetime income. Jack and his wife Renee reside in Covington, LA where they are members of Northshore Bible Church. Jack and Renee are blessed with three children, one grandson, and two dogs. In their free time, they enjoy fishing in the Biloxi Marsh, traveling to new places, serving in the community, and helping coach people in their health journey as Renee serves in a role as a Certified Health Coach. Renee is an overcomer of Breast Cancer in 2018, and after being diagnosed wants to help people realize their optimal health via a healthy body, healthy mind, and healthy finances. Jack looks forward to meeting with you to share ideas about protecting your retirement money and securing a guaranteed retirement income. Join others who have benefited in listening to Jack's no-nonsense approach to retirement planning as to how he explains a retirement planning can be free from market risk. |
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Testimonials
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Our Services
What We Do For Clients |
Asset ProtectionRetirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy PlanningMany of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care SolutionsLong-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement IncomeCreating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
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Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".
Peace of mind that comes with retirement income that's guaranteed to last as long as you do! |
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When it comes to getting safer with your retirement, sometimes the first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new.
Now you can read all about Jack's safe money strategies and how he’s helped hundreds of retirees just like you. |
We Love To Meet New People!
Contact Us
MAIN OFFICE201 Holiday Blvd
Suite 400 Covington, LA 70433 |
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CALL US |
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