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] |
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Retirement Toolbox Tools to help you begin the process of ensuring the retirement lifestyle you want. This calculator can help you determine how soon you can pay off your mortgage. Is your personal inflation rate higher or lower than the CPI? Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. |
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Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies.