Understanding Today’s Financial Environment
Welcome, Bruce Graev Financial Associates is a financial services organization in Naples and Marco Island, Florida. We understand that Individuals, Business Owners, and Professionals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 239 231 2163 or Fax 239 231 2485.
Helpful Content
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
View all articles 
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Business Cycle
How will you weather the ups and downs of the business cycle?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.