The gift of time
A financial advisor focusing on in generational planning, Brandon Jensen spends a good deal of time in his clients’ kitchens. “Instead of having them pack up all their important documents and make the trip to my office, I go to them,” he said. “We sit at their kitchen table where they feel most comfortable.”
His clients range from Baby Boomers to those of the Greatest Generation. He advises them with estate planning, helping them conserve their wealth and ensuring it’s distributed as they intend. And then he assists their family when that time comes.
Vancouver, Washington-based, Brandon has worked with the companies of OneAmerica Financial for more than 15 years, using products including whole life insurance, annuities and asset-based long-term care protection. “OneAmerica Financial offers a wide array of financial vehicles that have safety of principle and guarantees, and that is important to a lot of my clients, he said.
