Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

 

At David Braun Financial & Insurance Services, Inc., we can offer you the following products and services:

We can also refer you to professionals who provide the following services:

 

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

 

1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.” 

2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” 

Request a Guide

Request a copy of one or more of our free guides, including:

  • Retirement Income Analysis
  • An Alternative Approach to Long-Term Care Insurance
  • Retirement Income Planning Checklist
  • Managing RISK in Retirement

Click here to learn more or request one of these guides!

 

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