Steven A. Branson, Esq. is a distinguished tax attorney and financial planner with over three decades of experience, specializing in helping clients optimize their personal and business resources. The firm stands out for its integrated approach, offering both legal counsel and financial planning services to ensure comprehensive wealth preservation and growth strategies.
The practice is built on a philosophy of holistic analysis, examining each client’s financial landscape to recommend tailored cash, debt, income tax, and estate planning strategies. Steven A. Branson serves a diverse clientele, including executives, entrepreneurs, private business owners, professionals, retirees, and individuals with inherited wealth, providing ongoing implementation support to turn strategic plans into actionable results.
Services Offered
- Tax attorney services
- Estate planning attorney services
- Financial planning
- Tax preparation
- Retirement planning
- Estate planning analysis
- Cash and debt strategy planning
- Income tax strategy
- Life insurance planning
- Drafting estate planning documents
- Negotiating and closing real estate transactions
- Negotiating sales
- Forming small businesses
- Creating private charitable foundations
- Legal compliance services
Steven A. Branson brings exceptional credentials to his practice, including a legal education from Harvard Law School, and supports his strategic recommendations with deep expertise in both financial and legal disciplines.
