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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?