At Braeburn Wealth Management we are committed to building strong client relationships.
We rely upon these principles to accomplish this:
- Reliable, proactive and meaningful conversations with clients.
- A thorough understanding of our client's circumstances including their goals and objectives, as well as their changing financial situations and needs.
- Reliable, timely and informative communication. We accomplish this through proactive phone conversations, in person meetings and reviews, weekly newsletters, informational seminars and e-mail communications.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The item most homeowners forget on their home improvement project checklist is insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Currency has been around for a long time. Here’s a quick history lesson.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.