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Braver Wealth Management: Financial Planning Services

Financial planning at Braver may encompass developing a comprehensive financial plan involving all aspects of our client's life, or it may focus on a single financial decision or problem. Here are just a few examples of how we can help:  

• Developing budgets to meet specific goals and creating a plan to build the required cash flow
• Guidance in making important financial decisions such as financing a new home or business, negotiating employment or pre-nuptial agreements, etc.
• Retirement planning
• Estate planning
• Reviewing insurance coverage and risk
• Tax planning and tax return preparation

We know that for financial planning services to be effective, our clients must feel confident about our abilities and feel comfortable talking to us about money. Our team of experienced professionals has a wide variety of backgrounds, and includes CPAs, Certified Financial Planners, registered investment advisors and experienced administrative personnel. We are small enough to provide individual attention, but have the sophistication and technology to render world-class advice and guidance.