Braverman Financial Associates
Investment Services, Financial & Estate Planning
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.
Newsletters
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Car Affordability
How much can you afford to pay for a car?