Our Services

The financial decisions you make impact every part of your life – personal, recreational, professional, mental, physical, spiritual and emotional.  These decisions can either increase your stress and induce worry or help bring you confidence and greater peace of mind.  Without being in the financial field on a full-time basis, most people do not have the time to develop the knowledge necessary to make wise, informed financial decisions on their own.

In addition, as consumers we constantly face changes in the economy which create confusion.  At one time, a good pension and/or Social Security guaranteed a secure retirement.  Today, however, there are no promises, no guarantees.  Inflation, changing tax laws, increasing volatility of investments and other factors beyond our control can wreak havoc with our goals.

Planning can provide direction and discipline.  Without these, people typically make impulsive, random decisions.  Bruch Financial Advisors offer independent financial management and guidance in the following areas:

  • Financial Planning
  • Investments
  • Health Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • College Funding for Children and Grandchildren
  • Retirement Planning
  • Charitable Giving

Let’s work together to develop your personalized plan.