Profile: Jack Branch

Jack Branch has been an advisor in Louisiana since 2001 helping clients clearly 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 not just a boiler plate one size fits all plan.

His work history before coming into 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 a 3 children Kristen, Kody, and Anna Grace. Faith and our family are 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 ones 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 a 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?”

There are two types of clients or potential prospects Jack works with:

1) Someone trying to make sure that they are preparing for retirement to give themselves plenty of options and doing so in the most efficient manner

2) Someone within 24 months of retirement that needs to align their financial processes to help give them the most income they can, with liquidity, and legacy if important.

We Believe: Our Mission Statement

We believe people not institutions should be in control of wealth

We believe that where your money is matters more than what it earns

We believe that a holistic approach; offense and defense strategies are imperative to efficiency

We believe there is more to gain by cutting losses/costs than chasing gains/returns





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Branch Wealth Strategies

Jack Branch
(504) 520-8048 Jack.Branch@RetireVillage.com

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Jack Branch

Jack.Branch@RetireVillage.com

201 Holiday Blvd. Suite 400 Covington, LA 70433

(504) 520-8048

Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.