Anchorage, AK
310 K Street, Suite 405,
Anchorage, AK 99501
Phone: 907-276-1400
Toll-Free: 888-333-6986
Fax: 312-664-9709
Hours: Mon-Fri: 9am – 5pm
1407 W 31st Ave. #302
Anchorage, AK 99503
Phone: 907-276-1400
Toll-Free: 888-333-6986
Fax: 907-276-7700
Hours: Mon-Fri: 9am – 5pm


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Posts from Our Anchorage Team


The Importance of Goal Setting as it Relates to your Portfolio
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the


TPC Alaska: Funding Your Outdoor Lifestyle
Alaska Public Media’s Martha Rosenstein recently interviewed Mike Branham, CFP®, Sr Financial Planner. In this podcast, Mike talks about how you can fund your outdoor adventures and save for


A Weird, Wild “Market” Year (to date)
by Michael Branham, CFP® What a wild 2020 we’re having! The impeachment hearings in early 2020 are but a distant memory, with coronavirus and social


Ideas from OUR Community
by Michael Branham, CFP® Recently we sent a quick poll to ensure we are up to date – and up to the minute – on


Making Sense of the CARES Act
by Mike Branham, CFP® The Coronavirus Aid, Relief, and Economic Security (CARES) Act, designed to support individuals and businesses to weather the COVID-19 storm, is


TPC New Orleans Named One of the Best Financial Advisors
Our TPC New Orleans office is honored to have been named one of the finest financial advisors in the city by Expertise.com.


Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other



GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to


Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation.



Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.