Michael Brannon, NSSA® & IRMAACP™ Advisor · Englewood, CO
Michael Brannon
Wealth Advisor, Bowman Financial Strategies
www.bowmanfinancialstrategies.com
Professional Profile
Michael Brannon is a dedicated Wealth Advisor at Bowman Financial Strategies, located in Englewood, CO. With 20 years of experience, he focuses on empowering pre-retirees, retirees, and business owners to achieve their financial goals. Specializing in retirement income planning, investment management, legacy planning, and Social Security optimization, Michael’s comprehensive approach ensures that clients can navigate their financial futures with confidence.
As a certified professional, Michael Brannon has completed the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, bringing specialized expertise in Social Security and Medicare planning to clients.
What sets Michael apart is his commitment to blending retirement income planning with effective tax strategies tailored for retirees. This unique perspective helps his clients maximize their resources while minimizing unnecessary tax burdens. Michael’s warm, personal touch combines professional expertise with a genuine understanding of the challenges his clients face.
Outside of his professional life, Michael enjoys spending time outdoors and traveling with his wife, daughter, and their two Italian Greyhounds. His passion for family and community enriches his practice, making him a trusted partner for those seeking reliable financial guidance in Englewood and beyond.
Disclosure
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Past performance may not be used to predict future results. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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