Michael J. Branda Financial Services

8 Wynden Oaks Dr. Houston, TX 77056

Phone:

713-426-1870

E-mail:

michael@michaelbranda.com

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Michael J. Branda

(p) 713-426-1870

(f) 713-426-0333

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Newsletters

REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 1 National Life Drive, Montpelier, VT 05604. 800-344-7437. Michael J. Branda Financial Services and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.
Michael J. Branda is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Texas. Michael is also insurance licensed in Texas. TC7475919(1224)3

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Check the background of this financial professional on FINRA's BrokerCheck

Check the background of this financial professional on FINRA's BrokerCheck