
| Company: | Bravias Financial |
| Contact: | Rich Zeitz |
| Address: | 110 South State Street |
| City: | Newtown |
| State: | PA |
| Zip: | 18940 |
| Phone: | 800-570-0720 |
| Fax: | 646-217-3684 |
| Email: | rich@braviasfinancial.com |
| Website: | www.braviasfinancial.com |
About My Practice
There is certainly no shortage of financial professionals that specialize in serving business owners, executives and high net worth families, however as a federal employee, chances are you have come to the painful realization that it is very challenging to find a financial advisor that understands the complexities of your FERS or CSRS benefits.
At Bravias Financial we specialize in helping federal employees maximize and take full advantage of all their benefits -- plan and prepare for the retirement lifestyle you have worked so hard to achieve. And equally as important, we help you avoid potentially devastating mistakes or elections that could cost you thousands of dollars over the course of your retirement.
Offering Advice Since
1994
Areas of Specialty
Comprehensive Federal employee benefits planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: ChFEBC Consultant SM - Chartered Federal Employee Benefits ConsultantSM
Insurance Licenses: Life, Accident, Health, Disability, LTC, Annuities
Security Licenses: Series 65, Investment Advisor
Associations & Affiliations: National Ethics Association
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
Owner/Partner
