At Braun-Bostich & Associates, we deliver a range of wealth management solutions to individuals, families, and businesses that aid in developing sound financial plans that best meet your goals and financial life needs.
Primary Areas of Focus:
- Retirement Planning Strategies/Financial Planning
- Wealth Preservation Strategies
- Tax Planning Strategies
- Estate Planning Strategies
- Charitable Giving - Philanthropy
- Trust Services
- Donor-Advised Funds
- Foundations
Additional Offerings:
- Advanced Retirement Income & Distribution Strategies
- Senior Lifestyle Planning