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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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Credit Card Debt
How Long Will It Take to Pay my Balance?