Learn How Braun-Bostich & Associates Can Transform Your Wealth

BRAUN-BOSTICH & ASSOCIATES, INC. WEALTH TRANSFORMED During the introductory consultation we will engage in a courtesy review of your current financial life, explore potential opportunities, define gaps and discuss general strategies—resulting in a mutual sense of what it may be like to work together.

Braun-Bostich & Associates, Inc. has proudly served individuals, families and businesses for nearly three decades. Our goal is to help you build confidence in the future, be your advocate, and help you express your wealth in a way that enhances your life and the lives of those around you.

IMAGINE YOUR FUTURE WEALTH TRANSFORMED Independent | Objective | Transparent

Braun-Bostich & Associates, Inc. cannot guarantee future financial results.

Braun-Bostich & Associates Financial Planning Service is optional, offered separately and priced according to the complexity of your case and the then current Braun-Bostich & Associates fee schedule. Your fees and financial advisor may change over time.

Braun-Bostich & Associates, Inc. is a registered investment advisor.

Brokerage services are made available through TD Ameritrade Institutional Member FINRA and SIPC.

1600 Ashwood Dr. Ste. 1601 Canonsburg, PA 15317 Tel: 724.942.2639 / Fax: 724.746.1782 amy@braun-bostich.com www.braun-bostich.com

© 2021 Braun-Bostich & Associates, Inc. All Rights Reserved

Creating Greater Opportunities for Our Clients and Their Families

PLANNING FOR GREATER SUCCESS If you are like most people, you’ve imagined your future and you’ve already achieved a high-level of success in working toward your dreams, but you still have concerns. n

Will I attain my goals? Are there other possibilities I’ve failed to imagine?

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Am I taking advantage of all the opportunities available to me?

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Will I be able to sustain the lifestyle I desire for the rest of my life?

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What would a long-term medical need do to my goals? What other risks am I not addressing?

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How can I mitigate taxes related to wealth transfer and protection?

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Are my assets allocated appropriately for my situation?

Your financial life may have become more complex and difficult to manage as your assets have accumulated, and you may find yourself unsure whether you are on the right track to achieve your goals.

Tell us your dreams. We’ll help you make them real.

Our comprehensive financial planning approach begins with your vision— for yourself and family, your future, and your legacy. We conduct a careful assessment of your current situation and your future dreams, your risk tolerance in an uncertain market, and the roadblocks that may prevent your ultimate success. Then we develop strategies to overcome obstacles and create a plan that aligns with your vision for the future.

A college education for your children… a legacy for your grandchildren… a comfortable retirement… a second home… a trip around the world… financial security for your family

If you have significant wealth to manage, the stakes are high.

Braun-Bostich & Associates can help you develop a plan and pursue opportunities to make your vision real. This is wealth transformed – money is a part of the equation but so are dreams, values, and deeper life/legacy goals. When combined, these elements together can create a sense of personal transformation. When your money has meaning and your goals are purpose-driven, you can truly live with intention

Our comprehensive financial planning approach

will inspire you to imagine your future.

THE BENEFITS DERIVED FROM EDUCATING, EMPOWERING AND INVESTING IN YOU

Meeting with an advisor at Braun-Bostich & Associates is an important first step. It’s an opportunity for us to get acquainted, share and/or clarify your goals and review your existing financial situation for potential opportunities, gaps or general strategies. Our goal is that you will gain the

For decades, our approach and multi-step process has: n

Consistently delivered a feeling of control and confidence to each client about their future.

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Helped retirees gain financial confidence.

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Assisted busy entrepreneurs to make informed decisions about their money so they can stay focused on growing their business.

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Helped executives make work optional.

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Helped develop a strategy to leave a legacy for the people and causes most important to each client.

peace of mind that comes from knowing that your financial affairs are properly managed so that you can continue to enjoy your life.

Developed by Braun-Bostich & Associates and refined through years of client-centered practice, our Vision-Inspired Approach is a multi-step financial planning process that can provide a clearer view of your future. One that helps you choose the right financial tools and resources for your personalized plan through information and ongoing dialogue. We believe that you’ll have the confidence to pursue your goals and plan for even greater success.

4 STEPS | THE VISION-INSPIRED APPROACH 1

2

3

4

ADDRESSING REALITIES, IMAGINING POSSIBILITIES

CHARTING A STRATEGIC PATH TO THE FUTURE

CREATING A PERSONAL BLUEPRINT

TRACKING PROGRESS TOWARD YOUR VISION

In a one-on-one complementary

During this personalized session,

We will present a detailed action

Our dedicated team utilizes

by-step strategic plan for you

timelines and milestones —

the effective implementation of

elements necessary to plan for

sessions to track your progress

session, a detailed assessment

we will help you develop a step-

will help us clarify its strengths

to pursue your vision, so that it

of your current financial situation and weaknesses, and together

may act like an anchor to help

vision for your future.

and downs of life.

we’ll create a more powerful

you hold firm through the ups

plan for you, setting specific providing you with all the

your long-term financial plan.

an integrated system to ensure

your plan, with regular review

and refine strategies to help

you stay on course.

HOW DO WE DELIVER SUCH RESULTS? Through our wealth management process, we help each affluent client address each of their Six Key Concerns: n

Making smart decisions about their money

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Mitigating their taxes

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Taking care of their heirs

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Making sure their assets are not unjustly taken

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Magnifying their charitable gifts

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Optimize retirement income

Along the way, we consult with a network of professional advisors to assist our clients in maximizing the probability of achieving everything that is most important to them.

To find out more or to schedule a discovery session, give us a call at 724.942.2639 or visit us at www.braun-bostich.com/contact-us

COMMITTED TO YOU As a Registered Investment Advisory (RIA) and fiduciary, Braun-Bostich & Associates is committed to keeping your best interest at the forefront of everything we do. With over 50 years of collective experience, our advisors can offer targeted financial options for our clients, helping them navigate the myriad of marketplace choices while staying true to their vision. We do this by providing leadership and knowledge coupled with the right tools and resources to help our clients bridge the gap between their current financial situation and the future they envision for themselves.

We believe our success in helping clients is the reason for our impressive growth over the years and why our clients enthusiastically recommend us to others. We’re eager to help you, too.

Let us inspire you to

IMAGINE YOUR FUTURE

BRAUN-BOSTICH & ASSOCIATES, INC. WEALTH TRANSFORMED During the introductory consultation we will engage in a courtesy review of your current financial life, explore potential opportunities, define gaps and discuss general strategies—resulting in a mutual sense of what it may be like to work together.

Braun-Bostich & Associates, Inc. has proudly served individuals, families and businesses for nearly three decades. Our goal is to help you build confidence in the future, be your advocate, and help you express your wealth in a way that enhances your life and the lives of those around you.

Braun-Bostich & Associates, Inc. cannot guarantee future financial results.

Braun-Bostich & Associates Financial Planning Service is optional, offered separately and priced according to the complexity of your case and the then current Braun-Bostich & Associates fee schedule. Your fees and financial advisor may change over time.

Braun-Bostich & Associates, Inc. is a registered investment advisor.

Brokerage services are made available through TD Ameritrade Institutional Member FINRA and SIPC.

1600 Ashwood Dr. Ste. 1601 Canonsburg, PA 15317 Tel: 724.942.2639 / Fax: 724.746.1782 amy@braun-bostich.com www.braun-bostich.com

© 2021 Braun-Bostich & Associates, Inc. All Rights Reserved