Home   •   Who We Are   •   Services   •   Become A Client   •   Photos by Fritz   •   Resources   •   Client Center   •   Contact Us   •   Upcoming Event
Welcome PDF Print E-mail
The hallmark of a life well lived is thoughtful transitions.

Are you experiencing, or anticipate experiencing, a major life transition? Then you know that transitions can be both stressful and exciting at the same time.

Transitions mean change, and change means uncertainty. Uncertainty can cause anxiety, which can negatively impact both you and your family.

The solution to anxiety is planning, which can minimize uncertainty and create confidence and clarity. With confidence, transitions become less stressful and can be navigated successfully.

Now …

Imagine working with a team of experienced professionals to create your own personalized plan. A plan that addresses not just the financial aspects of your transition, but also the non-financial aspects as well. After all, it’s not “your money or your life,’ but “your money and your life.”

Our process begins by helping clients describe what a successful outcome of the transition would look like, and then identifying obstacles to achieving that outcome. By developing a strategy and plan that addresses the obstacles, clients can approach the transition with greater confidence and certainty.

Want to learn more about us? Click here

Osaic Wealth Form CRS




Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Fritz Brauner (CA Insurance Lic. #0671627) and Sue Brauner (CA Insurance Lic. #0707989), Registered Representatives. Branch Office Address: 638 W Glen Way, Woodside CA 94062.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.