Our mission at Braun Financial Services is to help you Take Care of the People You Love Through Investment and Insurance Solutions
Want to find out how much income you could have when you retire?
Our friends at Planswell created this nifty financial software that will tell you what your retirement will look like and when you can retire. If you live in British Columbia click HERE to answer a few questions that will personalize the projection for you. Then send us an email at contact@braunfinancial.com and we’ll help you understand the results and provide insight for what you need to do next to get the financial results you want.
Braun Financial Services has called New Westminster home since 1977 and has helped hundreds of families across British Columbia secure their future and live with more peace of mind. Whether its by phone, video chat, or in person we are ready to help you in your financial decisions.
Being independent means we have access to a variety of investment and insurance options from numerous companies such as Manulife, Sunlife, Canada Life, Empire Life, Desjardins, RBC and others. We have the flexibility to pick and choose the best options these companies have to offer so we can build the best plan for your current needs and your family’s future.
Family Wealth Transfer Plan
You need you final wishes need to be clear so they can be honored and followed without confusion. Your Family Wealth Transfer Plan will be hand crafted to bring clarity to your intentions and acts as a compliment to your will. We use powerful insurance company contracts for your investments and proven strategies to accomplish your goals and benefit your family.
Retirement Readiness Report
Do you know how much income you will have when it’s time to retire? Or even if you can retire comfortably? Between pension plans, personal savings and government benefits there is a lot to consider. We can provide you with an after tax estimation, indexed to inflation, that shows you if you’re on track for the retirement income that you need. If not, we’ll provide specific steps, customized for you to show you what needs to be done to reach your income goal. The earlier you start the better as it gives you more time to implement any actions that are required.
Family Income Protection Plan
What would happen if your income stopped, how would your lifestyle change?
During your working career nothing is more important than the ability to continue to make money. It fuels your lifestyle, your savings for retirement and allows you to give your family the best experiences possible during the time you have together.
Family Wealth Transfer Plan
Our Family Wealth Transfer Plans are for clients who are looking towards the future and are wanting to create a legacy for their family.
Retirement Readiness Report
Are you on track to having the retirement that you want? The Retirement Readiness Report will show you where you stand.
Family Income Protection Plan
A family income protection plan is important because during your working career nothing is more important than the ability to continue to make money. It fuels your lifestyle, your savings for retirement and allows you to give your family the best experiences possible during…
What is a Family Wealth Transfer Plan and why do I need one?
Worry less about your inheritance. A Family Wealth Transfer Plan makes difficult and challenging time a bit easier through good preparation.
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