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.
Our team at Braun Financial Services can provide you with the following services.
How much income during retirement are you on track to receive? Do you need to increase your savings now or will you need to reduce your lifestyle later? If you don’t know the answer to this question, a retirement readiness report can help you.
How long could you maintain your lifestyle if your income suddenly stopped? While we all think ‘it won’t happen to me’, accidents and illness are a part of life that need to be prepared for. A proper plan can reduce the financial stress during an already difficult time and make sure that you and your family can continue to live the life your accustom to, even if you can’t work for a while.
Leave a legacy of a life well lived by documenting your wishes and planning ahead of time for final expenses. Our plans can help you reduce probate costs and make settlement of your estate easier for your executor and beneficiaries.
Review of your work pension plan to decide which option to take. Can include looking at the best time to retire, continuity of the pension to your spouse, reduced and unreduced options, bridge benefits and which will pay you the most money.
We offer a variety of investments to suite the needs of investors at different stages in life.
We help protect your income and lifestyle with the following insurance products:
We work with independently owned or family run small businesses like ours and can help in the following areas: