Resources

It is important to feel you have control over your future, especially with regard to income in retirement.

At David Braun Financial & Insurance Services, Inc., we offer our experience and knowledge to help you design your own strategy for greater financial independence in retirement.

Contact us at info@dbfis.com or (800) 303-8674 or use the form on this page to request any of the documents below.


income-guide

If answered honestly and accurately, these six essential questions can help you plan for your retirement income

own-retirement

Planning for your retirement can be overwhelming and probably a little bit scary. We get it. But this is what we do, and we’d like to think we’re prey good at it. Our goal is to help our clients plan for exciting, fulfilling futures, and we want to do the same for you.

basics-guide

Over the past several decades, the responsibility for providing retirement income has shifted from employers and government programs, such as Social Security, to individuals. Because of this shift, many retirees and pre-retirees now use a fixed income product, like annuities, to help ensure a part of their income will be guaranteed.

Request Our Guides

Get instant access to our kits that address several topics you should consider when planning your retirement.