Jack Branch

Jack Branch has been an advisor in Louisiana since 2001, helping clients layout their objectives, identifying the risks that inhibit those goals from becoming a reality, and putting together a custom plan for each client.

Jack has been recognized nationally and locally as a top advisor to professionals, CPA’s, business owners, and entrepreneurs seeking a holistic plan, and not just a boilerplate one size fits all plan.

His work history, before the financial industry, gives a fresh outlook on things to look at versus having been in only one industry throughout his entire career. Jack is a graduate from the University of Tennessee in Knoxville and lives in Covington with his wife, Renee. He is an active member of Northshore Bible Church in Covington, avid fisherman, husband, father, and active supporter of JH Ranch and Band of Brothers initiatives. Jack and Renee have three children Kristen, Kody, and Anna Grace. Faith and our family are the foundation for all we do and why we do it.

Jack has a passion for helping clients understand what their potential can be over trying to just meet one’s needs. He believes that there is so much misinformation to the public that instead of giving an opinion on topics that you should use an objective approach.

Questions to take a close look at include: why one is saving, exit strategies out of business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement.

The question that I think he asks that is very critical is, “if what you thought to be true about your money turned out, it wasn’t true when would you want to know?”