We’re Never Too Busy to Help Someone You Care About

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

We might all agree that money is an important part of life that can offer stability and freedom of choice. Yet most would say the things that hold the highest value are family and friends, health, and a sense of purpose. Placing priority on things like having a loving and supportive family, feeling good physically and mentally, and having a clear vision for life are essential to our overall well-being. Money is important and can give us more opportunities and choices, but it should never take precedence over what matters the most.

Managing your money can be daunting given that there are hundreds of financial opportunities and risks to sift through. Having a financial advisor by your side can play one of the most important roles in a person’s life as you work to achieve your financial goals. An advisor can provide objective advice and support that is tailored to your unique financial situation, allowing you to make decisions that are best suited for your long-term financial health. By building a strong relationship with your financial advisor, you can be sure you’re taking the necessary steps to reach your financial goals.

So, how do you find the right advisor you can trust and with whom you can build this long-lasting relationship? At Braun-Bostich & Associates, we believe the best financial advisors are those who take the time to get to know you, understand your financial situation, and develop a personalized plan that works for you. We strive to build strong relationships with our clients and dedicate ourselves to their success while valuing the trust our clients place in us.

We are grateful for the chance to connect with new clients and offer them the support they need. Your referrals are the highest compliment and help us continue to grow and provide the best possible service to our clients. 

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 will be exactly the same, and neither will their financial needs. That’s why we create a plan focused on your unique financial goals. We take 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 us to build 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, and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.

The People We Serve Best

At Braun-Bostich & Associates, we strive to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we also strive to work with people whom we believe we can best serve, specifically successful individuals looking for guidance on how to maximize their long-term finances. Our team enjoys serving pre-retirees and retirees in both the medical and education fields, and additionally offers financial guidance to families and businesses. Delegate your financial matters to a professional you can trust so you can simplify and focus on what’s important. 

Know Anyone Who Could Use Our Support?

Our Braun-Bostich & Associates team understands that finances can be a complex and overwhelming topic. That’s why we aim to provide personalized attention and care to our clients, to help take financial matters off their plate and provide a greater overall sense of peace, clarity, and stability. 

We remain committed to helping our clients and their loved ones, so if you have any questions or know someone else who needs unbiased advice, consider sharing this article with them. If they’re interested in partnering with us, they can get started by scheduling a free 30-minute phone consultation, reaching out to us at amy@braun-bostich.com, or calling at 724.942.2639. They’re also invited to follow us on social media on Facebook, LinkedIn, and Twitter.

About Amy

Amy Braun-Bostich is founder, CEO, and private wealth advisor at Braun-Bostich & Associates, a fee-based fiduciary wealth management firm located just outside Pittsburgh in Canonsburg, PA. With over 30 years of experience, Amy is dedicated to serving her high-net-worth pre-retiree and retiree clients, including medical and academic professionals, and next-generation accumulators, 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 and also holds a Master of Science in Financial Planning (MSFP). 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 and Twitter.