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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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.