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Most of our clients originally approached us to assist them with the financial aspects of their transition.

“What is the best investment portfolio for me now, how can I minimize taxes, when should I start Social Security, will I outlive my money?” – these are important concerns for everyone, and we devote considerable time to answering these and many other similar questions.

There are, however, other pieces to the transition puzzle. For example, retirement from a life-long career can be both exciting and scary at the same time. Some people are well-prepared for the transition, but others approach it with a sense of apprehension.

We find that much of the value we bring to our clients is in discussing the non-financial component of their transition, and helping them create a game plan for managing that side of the transition. The result is that they have increased confidence in their ability to make a successful transition.

In summary, while The Brauner Company offers the traditional investment and financial services many people are looking for, we go beyond just the numbers and provide guidance and perspective on the emotional and lifestyle implications of life’s major transitions.

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Securities offered through Securities America, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Fritz Brauner (CA Insurance Lic. #0671627) and Sue Brauner (CA Insurance Lic#0707989), Registered Representatives. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Fritz Brauner and Sue Brauner, Investment Advisor Representatives. The Brauner Company and Securities America, Inc. are unaffiliated. 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.