Our Services

What We Do

 

For over twenty six years we have helped hundreds of clients plan and prepare for retirement….perhaps we can help you, too!

 

Preparing for retirement can be both exciting and stressful at the same time.

 

Questions you may be asking yourself are

  •   When can I retire?
  •   How much money will I need?
  •   Where will I live?
  •   What will I do with my time?
  •   Will I need to get a part time job?
  •   What are the best investments for me?
  •   What should I be doing to get ready for retirement?

To help answer these questions we create a customized Retirement Roadmap for our clients, which outlines the steps needed to prepare for a successful retirement.  By completing our Retirement Roadmap process, clients are able to get a clear picture of what needs to be done to prepare for a successful retirement.

 

Did you know The Brauner Company can assist you or refer you to someone in the following areas?

Mortgage re-financing

Investment property analysis

Life Insurance

Long Term care

Wills and Trusts

Social Security

College Savings Plans

401(k) analysis and recommendations

Retirement analysis

Tax Strategies