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David Braun, Investment Adviser Representative
President, David Braun Financial and Insurance Services Inc.

David Braun is an Investment Adviser Representative and Insurance Professional at David Braun Financial & Insurance Services Inc. Braun has more than 25 years of experience in the financial industry, and holds Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) industry designations. Investment advisory services are offered through Resility Financial Inc., a Registered Investment Adviser. Insurance services are provided through David Braun Financial & Insurance Services Inc. CA #0678292

Phone: 909.579.6470 Toll-Free: 800.303.8674 E-mail: info@dbfis.com Website: https://davidbraunfinancial.com/ Address: 400 N. Mountain Ave., #202 Upland, CA 91786

Solving the Biggest Risk in Retirement
retirement

Solving the Biggest Risk in Retirement

Your worst risk may also be your biggest blessing: a long life. Take some steps now to make sure you will have the income you need to last a lifetime.
November 12, 2018
Are You a Gambler, Speculator, Investor or Risk Manager?
investing

Are You a Gambler, Speculator, Investor or Risk Manager?

To avoid making big money mistakes, investors should take a moment to examine themselves and their motivations.
September 12, 2018
Better Than Bonds? A Look at Uncapped Fixed Index Annuities
annuities

Better Than Bonds? A Look at Uncapped Fixed Index Annuities

For safety and performance, it could be time to consider including them in your retirement portfolio to diversify your asset allocation.
June 14, 2018
Don't Wait for Congress – Give Yourself a Tax Cut Now
taxes

Don't Wait for Congress – Give Yourself a Tax Cut Now

Your 401(k) and traditional IRA may be saving you on taxes today, but you'll owe taxes on them in the future. And who knows what rates will be then? I…
November 29, 2017
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Don't Let Late-in-the-Game Losses Destroy Years of Smart Saving
retirement

Don't Let Late-in-the-Game Losses Destroy Years of Smart Saving

Even hot stock markets eventually cool off, and that could leave those near retirement (and those who recently retired) especially vulnerable.
October 6, 2017
Think About the 4 Pillars of Retirement Instead of Just Income
retirement

Think About the 4 Pillars of Retirement Instead of Just Income

A balanced approach will help ensure a solid foundation for a secure retirement.
May 25, 2017
Are You Overestimating How Much Risk You Can Stomach?
investing

Are You Overestimating How Much Risk You Can Stomach?

When investors ask themselves how much risk they’re comfortable taking, they’re probably not answering the question in the right way … and it could co…
February 14, 2017