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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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

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.

Quick Facts - July 2009

Information about Retirement, Long Term Care and the Mature Markets

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