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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Retirement Toolbox

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

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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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Calculators

Life Expectancy

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Net Worth

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

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Newsletters

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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