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Who we are

Committed To Your Success

Plan Smart. Retire Right.

Bravias Financial is an independent financial advisory firm. Over the years, we have helped our clients succeed by providing them with comprehensive, unbiased advice relating to all aspects of their personal financial situations.

Saving for retirement is only half the challenge. Developing a plan to help make your retirement money last a lifetime is the other half. Whether your goals include planning for retirement, growing your wealth, developing income strategies, or managing risk better, designing the right approach is one of the most important steps you can take toward successfully reaching your goals. At Bravias Financial, we will help you plan for a secure financial future by implementing common sense strategies tailored to your unique circumstances, and help you get from here to there.

We are fully invested in your success – today and always!

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Our Services

Comprehensive Financial Solutions

The amount you need in retirement depends on the age you plan to retire, your desired lifestyle, the rate of return that you need to earn on your investments, your life expectancy, etc.  learn more ›

A sound financial plan must consider the insurance coverage you and your family members may need. Proper insurance planning can protect you and your family from the unexpected.  learn more ›

Protecting wealth can often be as difficult as creating it. With AlphaStar Capital Management, our team at Bravias provides portfolio management services for individuals and businesses.  learn more ›

A well-constructed strategy can help address your specific estate planning needs. Bravias Financial can create and implement a comprehensive estate plan to help protect your legacy.  learn more ›

PORTFOLIO CHECKUP

CHECK THE "HEALTH" OF YOUR RETIREMENT PLAN

In investing, as in life, you can count on one constant: Things change, markets shift, fund managers develop new strategies, and your life evolves. These forces can change your portfolio, as well as your goals for it. So it’s critical to perform regular checkups to assess your strategy, asset allocation, and individual holdings in light of your plans for the future.

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RETIREMENT ANALYSIS

PROFESSIONAL CUSTOMIZED FINANCIAL ANALYSIS

Just as your life has likely been nothing like your parents’, your retirement probably won’t be either. It used to be simple; sign up for Social Security, collect your pension, and sit back and enjoy the ride. You’ll likely live longer and have to rely more on what you’ve saved for income. And that means you need to ensure your income and savings can last in retirement.

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Federal Benefits Analysis

Complimentary Retirement Report

As Federal employee benefits specialists, Bravias Financial has the unique knowledge and understanding of the complexities of your FERS or CSRS benefits. Everyday, we help Federal employees like you maximize their benefits by planning and preparing for the retirement lifestyle they have worked so hard to achieve. Equally as important, we help them avoid potentially devastating mistakes or elections that could cost thousands of dollars over the course of their retirement.

Want to learn how you can request your FREE, customized Federal Benefits Analysis?

Bravias Federal Benefits Analysis

Questions about your financial future?

Schedule a complimentary consultation.