Comprehensive Services, Individualized Approach

Comprehensive Planning Services

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 rich@bravermanfinancial.com.