Kimberly J. Brumbaugh recipient of the "2009 Philadelphia Business Journal-Women of Distinction " and the "2009 March of Dimes Chester County Women of Achievement" 

 

Financial Planning & Investment Advisory

The professionals of BWMG are dedicated to working with high networth individuals in offering sophisticated wealth management solutions by identifying and providing access to best-in-class products and innovative investment strategies.

Life Insurance & Wealth Transfer

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

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, 200 Park Avenue, New York, NY 10166.  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 [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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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Quick Facts - June 2009

Information about Retirement, Long Term Care and the Mature Markets

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

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