Jack Branch

About Jack Branch

Jack has a passion for helping clients understand what their potential can be over trying to just meet ones needs. With so much misinformation about retirement strategies, he believes in using an objective approach, considering why one is saving, exit strategies out of a business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement. Web Sites: jackbranch.retirevillage.com | www.branchwealthstrategies.com
Office: (504) 520-8048 | Cell: (985) 778-1387 | Branch Wealth Strategies

Three Reasons 401(k)s May Not Be Suitable For Some Investors

There was a time in the not-so-distant past when the "theory of decreasing responsibility" was a viable way of determining how to plan one's retirement. This theory, which formed the nucleus of retirement planning for decades, held that as people get older, their financial responsibilities will decrease. For example, the mortgage will typically be paid [...]

By |2019-09-12T14:42:37+00:00September 10th, 2019|401(k) Rollovers|

Proceed With Caution Using An Annuity In A Trust

I am not a tax attorney, nor do I play one on TV.   I am, however, a financial guide who understands the need for thorough, complete estate planning. In recommending trusts to many of my clients and prospective clients, I have run across situations in which someone wanted to use a trust differently than [...]

By |2019-08-14T15:03:43+00:00August 10th, 2019|Estate Planning|