Bravera Bank

Wealth Management Resources

Transitioning to Retirement

When you're mapping out the best route to collecting retirement income, there'll be several forks in the road.

Portfolio Building

Variety isn't just the spice of an investor's life. It's an essential ingredient.

Investing with Care

Whether it's fraud or inappropriate investments, this guide shares how to identify and avoid both.

Trusts

Setting up a trust is a way to ensure that your assets are handled the way you want them to be after you pass away.

Retirement Funds Coach

See how using a Traditional or Roth account will affect your retirement savings.

Wills

Having a will to allocate your estate after you die is essential, so make sure it's done formally and legally.

Leaving a Job with a 401(k)

Leaving a job with a 401(k)? Here's what you can do with the money you've saved.

Individual Retirement Accounts

Individual retirement accounts (IRAs) can look intimidating and cryptic when you begin planning for retirement.

Critical Retirement Choices

You'll have the answers you need down the road if you ask the right questions now.

Meet Your 401(k)

If you're lucky enough to be introduced to a 401(k), you'll make a friend for life. 

Early Withdrawals from Retirement Savings

Early withdrawals from your retirement savings should only be done after careful consideration in order to avoid.

Social Security Basics

Learn how social security works and why more than 90% of US households with someone over 65 are part of the system.





Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested. 

Ready to plan for your future? 

We're here to help!  Call us at 877-483-6811 or reach out online.