Brumbaugh Wealth Management Group
Brumbaugh Wealth Management Group
An Office of MetLife

Kimberly J. Brumbaugh "PA Governor's Best 50 Women in Business Award for 2008"

 

 The professionals of Brumbaugh Wealth Management Group are dedicated to assisting individuals with building and managing their wealth.  We step through a comprehensive process of information gathering and review, and finally delivering solutions to meet their financial objectives. We utilize MetLife's Advanced Markets Estate Planning services to provide innovative estate planning **solutions for our clients.  We believe implementing informed financial strategies today will help meet tomorrow's goals.

We've partnered with MetLife in serving small and mid-sized businesses in evaluating their company's benefit plans. We recognize the importance of attracting and retaining talent and the need for a competitive package. With changes in legislation and social security, we believe it's important for employers to offer employees comprehensive financial planning to compliment their retirement plan and group insurance plans. Many employers today are in search of additional benefits that can be offered to key employees to ensure they will continue to contribute to their bottom line.  Ask us about the tools available that may suit your needs.  

Kimberly Brumbaugh has been recognized as an industry leader.  In addition to her outstanding achievements in financial services, she supports local community outreach programs in serving on several boards and has long demonstrated a commitment to area business and philanthropy. She contributes her success to working with extraordinary individuals within Brumbaugh Wealth Management and MetLife.  Kimberly was awarded Chester County's 2007 Female Business Leader of the Year, March 29, 2007.

 *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, 200 Park Avenue, New York, NY 10166.

We have representatives in this office licensed and registered to offer products and services in [DE, FL, NJ, NY, PA, TN, VA, WA]. 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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The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

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Information about Retirement, Long Term Care and the Mature Markets

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