Our Firm
We are a financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We help our clients identify their goals and make sound decisions to reach them. Our network of professionals includes CPA's, pension administrators, attorneys, insurance underwriters, financial advisors, actuaries, and our Broker/Dealer, Equity Services, Inc. We can assist with your investments, executive compensation strategies, insurance needs, as well as business continuity and estate planning strategies.
Our Clientele:
- Owners of closely held businesses and professional practices.
- Individuals who assume responsibility for their own financial well-being.
Professional Specialties:
- Retirement Plans
- Life Insurance
- Employee Benefit Programs
- Trust and Estate Planning Strategies
- Investments*
- Fringe Benefits
- Disability Insurance**
- Long Term Care (LTC) Insurance**
- Business Continuation Planning
- Qualified Plans
- Asset Distribution Planning
Products and services provided through:
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.
National Life Insurance Company, the flagship of the enterprise, was established in Montpelier, Vermont in 1848 and is licensed to do business in all 50 states and the District of Columbia.
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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company offering an extensive line of financial products and services.
Life Insurance Company of the Southwest, Addison, Texas. An independent subsidiary of National Life Insurance Company and a recognized leader and provider of annuity and life insurance products, established in 1954. LSW is licensed to do business in all states, except New York.
Each company referenced above is solely responsible for its own financial condition and contractual obligations.
*Securities and investment advisory services are offered solely by Equity Services, Inc. Branda Financial Services is independent of all entities referenced.
** Long Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long Term Care and Disability insurance are not underwritten nor issued by National Life Insurance Company.
Please call us if you have any questions about our firm or the range of financial products and 
services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.