Brannon Hertel, AIF

Brannon Hertel, AIF As a financial planner for more than a decade, I focus on managing my clients' overall financial hea I have an M.A.

I am an Accredited Investment Fiduciary®, which means I have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of my clients. I focus objectively on the needs of my clients instead of emphasizing a specific product or company. Independence allows me to advocate for clients by making recommendations appropriate to their specific plan and tolerance for risk. I employ both fee-based and blended approaches with clients. Prior to working in financial services, I was a teacher for many years. My passion for education continues in financial services, as I make sure my clients understand what we are doing and why. in Teaching Humanities from Colorado College and a B.A. in English with Creative Writing emphasis from the University of Kansas. I live in Littleton with my wife, Cheryl, and four children. When I’m not watching my kids play their various sports and activities, you might find me on the golf course or ski slopes. I am an avid Kansas Jayhawks basketball, Broncos, Avalanche and Rockies fan. One unusual note—I played collegiate racquetball (yes, that’s a thing).

10/08/2026

🧠 Here’s a thought…
“Estate” isn’t just about assets; it also involves thoughtful preparation for how responsibilities and decisions may be handled in the future. Whether you're outlining your wishes or reviewing existing strategies, TODAY is a great time to reflect on what matters most.

Have you also considered…
💭 Updating your will
💭 Considering powers of attorney
💭 Exploring strategies for future generations
💭 Aiming to reduce potential stress for loved ones

Everyone’s situation is unique. Work with your team of professionals today!

The price you see on the shelf may not be the exact amount you pay at checkout.With penny production ended, some merchan...
09/30/2026

The price you see on the shelf may not be the exact amount you pay at checkout.

With penny production ended, some merchants have started rounding cash purchases up or down to the nearest nickel. Depending on the total, that could mean a few cents more or a few cents less.

Paying by credit card may come with another wrinkle. Some retailers and service providers are adding surcharges to help offset card processing costs, which may increase the final price.

That means the same purchase could cost slightly different amounts depending on whether you use cash, debit, or credit.

Before you pay, take a second to compare the total for cash, debit, and credit so you know which option makes the most sense for that purchase.


Source:

More merchants are rounding change for cash purchases to the nearest nickel due to the end of penny production, or adding surcharges to credit card transactions.

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.From offseason moves and ...
09/16/2026

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.

From offseason moves and fresh faces to shifting expectations across every division, there’s no shortage of storylines heading into 2026.

The season opens with the New England Patriots facing the Seattle Seahawks in a Super Bowl 60 rematch, and that’s just the beginning.

Whether you’re following your hometown team, setting a fantasy lineup, or just counting down to Sundays on the couch, now’s a great time to catch up on what changed during the offseason.

🏆 Which team are you watching most closely this season?


Source:

NBC Sports has 32 team previews full of stats, storylines and projections that could shape your favorite team’s season.

Markets closed. BBQs open. But smart money never takes a day off.What's your best "set it and forget it" financial strat...
09/07/2026

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out ...
08/26/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

Back-to-school season is bringing higher costs for many families.A new analysis found that a typical basket of school it...
08/12/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

A common online security tool is now being used in a new type of scam.Cybercriminals are increasingly using fake CAPTCHA...
04/15/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

Happy Thanksgiving!!
11/28/2024

Happy Thanksgiving!!

Happy Birthday, America!
07/04/2024

Happy Birthday, America!

05/27/2024

Address

16 Inverness Place E Bldg D-200
Englewood, CO
80112

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17209749890

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