Tailored To Your Needs
We work with the major companies
who provide own occupation dental specific disability insurance carriers to help find disability coverage tailored specifically for you.
Independently Owned & Operated
DEB Financial is independent of any specific insurance carrier, making our recommendations personalized and transparent.
Detailed & Thorough
We amass a great deal of information about you. We take a long-term view of financial planning and investing, and encourage you to do the same. We invest based on your goals.
Our Process
First meetings are free of charge. They are informal and provide an opportunity for you to ask questions about your specific situation and gain a better understanding of how I help you with your finances. I have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority at this point is integral to put yourself on the proper financial track for long term success.
Our Reputation
DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management. We seek to uphold the highest standards of objectivity and ethical behavior. Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions in order to work towards the best tomorrow has to offer.
About David Bragman
David Bragman is the Principal of DEB Financial and has been in the financial services industry since 2011. Working with many physicians, dentists and other professionals across the country, David enjoys educating clients on the important issues and challenges they will confront in their financial lives while creating a strategy to address these concerns.
