Our Firm

THANK YOU!!!

Many Thanks to our friends, family and most importantly, OUR CLIENTS for voting us as Lancaster's Best Financial Planner and Investment Advisor each year since 2001 in the Lancaster Newspapers Readers Choice Awards. We are committed to providing the most outstanding experience with regards to investment knowledge and customer service in our industry. Thank you for your continued support and confidence! At Braverman Financial Associates, our mission is to provide clients with first-rate objective, in-depth financial analysis and advice with an emphasis on personal attention so each client`s individual situation and goals are addressed.

Value Statement

We are committed to providing comprehensive professional financial planning and investment management services for our clients. We expect to build a relationship that lasts a lifetime. To do this, we have some core beliefs:

Financial planning involves striving to reach financial independence in all aspects of your life. We define wealth as having control over your financial, emotional, physical, and spiritual life.

Communication is at the center of our success. Financial planning is a personal process, so we want to get to know you and your family`s needs and desires so we can help you reach your goals.

We believe in integrating key areas of financial planning - Investment Management, Income Protection, Debt Manangement, and Estate Manangement. We believe that these components are necessary to achieve financial independence.

We do not believe in market timing. We believe in the long-term prospects of equity markets. We believe that the risks associated with assets that fluctuate over time, if prudently chosen, are not as great as the risk of loss of purchasing power over time. However, your time horizon must be realistic in relation to your goals.

We believe that if we make mistakes, we must do all that is legally and ethically allowable to make them right. Please talk to us so we can.

We believe that a professional and dedicated staff is an important ingredient for your outcome. We treat our staff with respect and ask that you do as well.

We believe that you should be as involved in your plan as we are. This means that we will often ask you for participation in gathering information that will be important to the success of your plan.

Most Common Client Objectives

Financial Independence at Retirement.

Invest Assets to help increase returns.

Meet Children`s Education Expenses.

Control Cash Flow.

Provide for Family in the Event of Death, Disability or Illness.

Reduce Estate Taxes, Conserve Estate for Heirs.

Charitable Planning.

Establish Company Sponsored Retirement Plan.

Reduce Income Taxes.

Avoid Probate Costs.

Coordinate Financial Affairs with Other Advisors.


Contact us

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