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SERVICE solutions

Building a Financial Life Plan Aligned with Your Goals

At Braun-Bostich & Associates, we deliver a range of wealth management solutions to high net worth 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
    1. Trust Services
    2. Donor-Advised Funds
    3. Foundations

Additional Offerings: 

  • College Funding
  • Senior Lifestyle Planning

Business Owner Specific:

  • Succession Planning
  • Business Retirement Plan Consulting
  • Business Protection

Your Financial Life... The Fundamentals

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