Strategic Wealth Planning to Protect Your Income, Retirement & Future
Retirement Planning | Life Insurance | Wealth Strategies Made Simple
About Brandon Massinburg
Your Trusted Wealth & Retirement Specialist
With years of experience in financial planning and wealth-building, I specialize in helping individuals and families secure their financial future through tax-free retirement strategies, life insurance solutions, and wealth-building techniques.
No fluff. No jargon. Just real strategies to grow & protect your wealth.
I make complex financial concepts simple and actionable.
Helping you build a financial legacy you & your family can count on.
OUR SERVICES
Helping You Build & Secure Your Wealth
Family Protection & Multi-Generational Planning
For families in the sandwich generation balancing kids, careers, and aging parents.
Life insurance isn’t just about death, it’s about protecting the whole family’s financial stability.
This service includes:
Life insurance strategies that provide both wealth-building and family protection
Hybrid IUL or Whole Life plans with long-term care benefits
Income replacement for families who depend on one earner
Liquidity for caregiving, emergencies, and household continuity
Systems to ensure your children inherit clarity, not confusion
Long-Term Care Strategy & Aging Parent Planning
For pre-retirees & sandwich-generation leaders preparing for parents’ or their own future care needs.
One unexpected health event can derail an entire retirement.
This service helps you:
Prepare financially for long-term care without draining retirement savings
Integrate LTC benefits into existing or new life insurance policies
Build a care plan for aging parents that protects your income
Avoid Medicaid dependency and probate complications
Create a roadmap that keeps your family out of emergency mode
Income Protection & Strategy for Business Owners
For business owners & pre-retirees who want a retirement plan that isn’t eaten up by taxes.
You’ve worked too hard to lose money to poor planning, tax erosion, and market volatility.
This service provides:
401(k)/403(b)/TSP rollovers & pension transitions
Tax-protected retirement income strategies
Custom income plans business owners can use outside their company
Roth planning that reduces future tax liability
Protected income streams you can’t outlive
Trusts, Estate Planning & Long-Term Care
Legacy planning & wealth transfer strategies
Medicare & long-term care financial preparation
Protecting your assets from unnecessary taxes
Tax Planning & College Funding
Strategic tax planning for retirement & investments
College savings plans & wealth-building solutions
Tax-efficient wealth growth strategies
Hey, I'm Brandon!
Financial Growth STrategist
I’m passionate about helping people take control of their financial future with smart, strategic wealth-building solutions. Whether you're planning for retirement, protecting your family with life insurance, or looking for ways to grow your wealth tax-free, I make the process simple and stress-free. With years of experience in financial planning, insurance strategies, and investment protection, I’m here to help you make confident decisions that set you up for long-term success. Let’s create a plan that protects, grows, and maximizes your money—so you can build the future you deserve!
Tax-Free Wealth Strategies
Customized Plans for Every Stage of Life
Simple, Actionable Advice
TESTIMONIALS
What others are saying
Brandon helped me restructure my retirement plan, and now I’ll have tax-free income for life. Life-changing advice!
- Michael T.
I had no idea how powerful life insurance could be as a wealth-building tool. Brandon made it simple and helped me create generational wealth for my family.
- Jessica B.
Helping Individuals & Families Nationwide Build Wealth the Smart Way!
Let's secure your financial future!
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