BRAVERMAN FINANCIAL ASSOCIATES

Investment Services, Financial & Estate Planning

Braverman Financial Associates offers a full range of financial planning services to individuals, business owners, physicians, trusts and others. The firm, founded by Richard Braverman, has worked with hundreds of investors, helping them make thousands of choices. In the Central Pennsylvania region, these investors turn to Braverman because of these critical qualities:

Experience.   Each investor deserves a seasoned advisor who has managed a wide range of situations and markets. At Braverman Financial, we have been serving clients – and expanding our circle of clients – for more than 25 years.

Innovation.   Many financial services firms neglect critical functions for building and protecting wealth. Braverman Financial created a comprehensive approach that addresses the individualized needs of our clients.

Active engagement.  Braverman Financial believes in taking the time to understand each client’s goals and craft a plan together. We also realize that goals change, and we believe in modifying an approach to meet a client’s ever-changing needs.

At Braverman, we believe in forging a deep understanding of our clients: who they are, and what they want out of life. To learn more or arrange a meeting with Braverman Financial Associates, contact us today.

 

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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