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Do You Know Someone Who Needs Financial Guidance? Thumbnail

Do You Know Someone Who Needs Financial Guidance?

By Amy Braun-Bostich, MSFP, CFP®, CFS®, APMA®, CLTC®

When you think about the things that matter most in life, your friends and family or your health and safety likely come to mind. People rarely consider money to be one of the most important things in life, but the truth is that the importance of money is often overlooked. Financial concerns are almost always present when making decisions, which is why your finances should always be near the top of your list.

But managing finances is tough and can be overwhelming for many people. With a seemingly infinite amount of choices you can make with your money, turning to a financial professional can help you steer in a direction that will make you more confident about your financial future.

So, how do you find an advisor you can trust and with whom you’ll want to work for the long haul? At Braun-Bostich & Associates, we understand this can be an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let us in on their financial journey. 

We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.

The Braun-Bostich & Associates Difference

We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:

  1. A personalized real-world approach. No two clients are exactly the same, and neither are their financial needs. That’s why we create a plan focused on your unique financial goals, taking the time to outline a customized strategy based on your specific needs, goals, and circumstances. 
  2. Strong relationships. We prioritize a hands-on, client-centered approach, which has led to long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
  3. A long-term commitment. We recognize that financial planning and investing is not a static process. Life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the resources and continuous management necessary to keep you working toward your goals.
  4. A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience when helping our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you feel more confident as you navigate life’s challenges and planning opportunities.

The People We Serve Best

At Braun-Bostich & Associates, we partner with you to help carry your financial burden, aiming to make your wealth work for you—not the other way around. Because we like to build trusted and close relationships with our clients, we strive to work with people whom we believe we can best serve, specifically those in the medical and education fields. You give your time and heart to your work, continuously giving a part for yourself for the benefit of others. We understand that your time and headspace are limited, so delegate your financial matters to a professional you can trust so you can simplify and focus on what’s important. 

Do You Know Someone Who Could Benefit From Our Services?

We’re here to simplify the complex, to help bridge your life with your finances—so you can experience a greater overall sense of peace, clarity, and lasting stability. We want to help take financial matters off your already full plate, but we also value providing that same personalized attention and care to your loved ones. If you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.

If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they get started by scheduling a free 30-minute phone consultation or reaching out to us at amy@braun-bostich.com or 724.942.2639.

About Amy

Amy Braun-Bostich is founder, CEO, and private wealth advisor at Braun-Bostich & Associates, a fee-based fiduciary wealth management firm located in Canonsburg, PA. With over 30 years of experience, Amy is dedicated to serving her high-net-worth pre-retiree and retiree clients, helping them transform their wealth through customized strategies and top-notch services so they can achieve their goals and receive a new vision of what’s possible. With a goal of adding value to the lives she touches, Amy approaches each client with compassion and transparency and prioritizes building lifelong relationships.

Amy has invested countless hours into growing in her skills and knowledge to bring her clients the best advice possible for their situation. She earned a bachelor’s degree in psychology from UCLA, as well as a Master of Science in Financial Planning. She holds multiple certifications, including CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor℠, Certified Fund Specialist®, and Certification for Long-Term Care. She was named one of Pennsylvania’s Top Women Wealth Advisors in Forbes’ 2022 Best-In-State list. When she’s not helping her clients find clarity and purpose, you can find Amy reading, going on walks, and gardening. She loves to travel and spend time with her family, including her husband, two children, and her dog. To learn more about Amy, connect with her on LinkedIn.

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