Braverman Financial Associates
Braverman Financial Associates - Offering Complete Financial Planning
About Braverman Financial Associates
Braverman Financial Associates of Lancaster, Pennsylvania, offers comprehensive financial-planning solutions to high-net-worth individuals and families, business owners, trusts, and other types of clients. Established in 1983, Braverman Financial Associates defines wealth not only as control over one’s finances but also management of the emotional, physical, and spiritual aspects of one’s life. The firm focuses on helping customers achieve that.
In order to do so, Braverman Financial provides a wide range of planning services designed to address all aspects of clients’ specific situations. These include investment advice, asset management, tax preparation, retirement and benefits planning, and estate oversight. In implementing these and other strategies, Braverman’s seasoned advisors choose a mix of investments based on current market conditions and on other factors set by clients, such as desired risk tolerance, time horizons, and financial goals.
The firm’s process for identifying what investment tools and strategies will work best for clients begins with thorough fact-finding and analysis. Afterward, the firm’s advisors select the best strategies and create an implementation plan. Finally, as the plan progresses, they monitor, update, and/or revise the plan as necessary.
Registered Representative offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC.