Broker Check
Bruce Graev Financial Associates

Office:
 

4536 Tamarind Way
Naples, FL 34119

 

Phone:
Email:
 Fax:

239.231.2163
bruce.graev@lpl.com

239.231.2485

Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

 

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

View all articles arrow

College Savings

See how much you may need to save now to cover future college costs for your child.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow