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.

L1011212945[exp1012][All States][DC]

Financial Calculators

Tools to help you estimate answers to common financial questions.

Learn more.

Learning Center

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

Learn more.

Retirement Toolbox

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

Learn more.

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

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

Mortgage Acceleration

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →