Comprehensive Services, Individualized Approach


Braverman Financial adheres to a philosophy of comprehensive planning: by understanding all facets of a client’s situation, we can better meet that client’s goals. As such, Braverman Financial develops a plan for each client that may include several of the following services:

  • Investment management
  • Insurance
  • Asset management
  • Retirement planning
  • Benefits planning
  • Asset preservation
  • Tuition planning
  • Tax planning
  • Estate planning
  • Business retirement plans

In addition, our experience covers a broad spectrum of other personal financial areas including tuition planning, cash flow management, fringe benefits and compensation planning.

Our approach to investment management

Braverman Financial selects a mix of investments according to current market conditions and to each individual client’s risk tolerance, time horizon and specific goals. We believe in actively managing each client’s investments.

Our Process

Effective financial planning involves a series of steps, each critical to success:

Fact Finding    Gather financial data, determine goals and establish priorities
Analysis   Define problem areas and consider opportunities for their solution
Planning   Select strategies and develop a timetable for implementation
Implementation    Select partners and products that best carry out recommendations
Review    Monitor, update and revise the plan as needed

By combining a broad range of services with a well-defined, in-depth process, Braverman Financial is able to apply its experience to meet the needs of each and every client. If you have questions or need more details about our range of services, contact our offices at 717.399.4030 or email Richard Braverman at