Kimberly J. Brumbaugh recognized as a 2011 Brava! Women Business Achievement Winner for Smart CEO Magazine

 

Financial Planning & Investment Advisory

The professionals of BWMG are dedicated to working with high networth individuals in offering sophisticated wealth management solutions by providing access to fee-based investment platforms, innovative investment strategies, and alternative investments.

Estate Planning & Wealth Transfer  

We offer estate planning and wealth transfer services to protect and preserve wealth during our clients' lifetime and plan for the next generation through estate, business succession and charitable giving plans.

Special Needs Planning

Through our MetLife Special Needs Planner we are well versed in serving families that have dependents of all ages with disabilities.  Our services include educational workshops and individual planning to address critical areas of concern such as government benefit eligibility, reivew of guardianship and determining the proper funding vehicles to not only assure lifetime care but quality of life.

Business Planning

We advise business owners of closely held and family owned businesses to achieve the most cost effective, tax efficient financial strategy possible.

Corporate & Executive Benefits  

Our resources are extensive in helping employers of all sizes with the design, selection, and implementation of benefit and retirement plans for their employees and executives. Educational information is available to keep employees informed about their compensation packages, including stock options and grants, deferred compensation and executive bonus plans.

Our firm conducts business nationally with individuals and corporations.  We've built strategic relationships with other profressionals over the past decade to position ourselves as trusted advisors and a resource.

*Investment Advisory Services offered by MetLife Securities, Inc. (MSI), 200 Park Avenue, NY, 10166, (member FINRA/ SIPC), and a registered investment adviser. 

 **Financial planning services are offered through qualified Financial Planners of MetLife Securities Inc., MSI is a Registered Investment Adviser, 1095 Avenue of the Americas, New York, NY 10036.  MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.

I am licensed and registered to offer products and services in [AZ, FL, MD, NJ, OH, PA, RI, TN, TX, VA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Calculators

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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