Helping you turn your dreams and ideas into action
A word from our founder
I specialize in working with retirees, knowledgeable individuals, and time-pressed business owners in all phases of life and business. I believe that responsible planning for the future is more than asset allocation and insurance contracts. It is my passionate pursuit to bring a global approach to the planning process. Others pay lip service to holistic planning; we bring action. Since 1986, my team and I have been serving the Chicagoland marketplace with innovative solutions and world-class insurance services.
This is your life. This is our passion.
Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023, July 2022), based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Leveraging 35+ Years of Expert Connections to Help You Design Your Ideal Future
If you’ve ever built a house, you know it takes a lot of different professionals to get the job done. From architects to plumbers to electricians and more, many different people will handle one small part of the project, and that’s why you need a general contractor to look after the big picture and bring everything together. You need someone to look at the project in its entirety, understand what you’re trying to accomplish, and make sure you have the right experts doing the right things every step of the way.
At Braun & Associates, you can think of us as the general contractors for your financial world. Our job is to look after the big picture and make sure everything and everyone is working together to help you grow, manage, and protect your wealth through every season of life. Whether you’re just hitting your career stride or you’re getting close to retirement, we’ll help you use your time and resources wisely by developing an effective plan and connecting you to the best experts in the field.
We’ve been overseeing our clients’ financial futures for more than 35 years, so no matter where you are on your financial journey or how complex your needs are, you can count on us to help you build the financial future of your dreams. The average retention of our high net worth clients who have $2 million or more is 39 years.