AskJeanneBrutman.com
Jeanne Brutman
(212)244.6995
Email Jeanne
Testimonials
“I definitely hold Jeanne Brutman in the highest regard as a Financial Planner/Advisor that I have come to appreciate, respect, admire and most importantly trust! Jeanne also makes great cookies yum!”
–Ivan D. Mossop, Jr.,MBAtax, EA
“Since I am in a Financial Services business, I am very cautious about whom I allow my clientele to interact with. Jeanne Brutman has never let me down. She is dedicated to service, has a passion for her product and always displays professional integrity. When I hear her voice on the phone, I always smile.”
–Howard Lipset
“It has been a joy to with Jeanne. He is professional and dedicated. I do not hesitate to send clients and know that they will be in great hands. She is the gold standard of care.”
–David Dorfman
LUTCF, CFBS, CLTC, CFS
I am a Fee Based Financial Planner for Business Owners and Individuals. I work with a team of a dozen highly esteemed professionals in related fields for my client's convenience.
I have four designations in my field, LUTCF (Life Underwriter Training Council Fellow), CFBS (Certified Family Business Specialist), CLTC (Certified in Long-Term Care) and CFS (Certified Fund Specialist®). I have spoken at The American College for Financial Planners and given over 50 seminars approved for continuing education credits in New York and New Jersey for CPA's and Attorneys.
I am a member of the professional organization NYCAIFA (New York City Association of Insurance and Financial Advisers). I also have been a member of MDRT (Million Dollar Round Table) for several years, which represents the top 1% of the financial services industry. I hold four licenses in my field and have spoken at The Learning Annex and for several industry associations. I am a member and have served on the board of my professional association as the Educational Chair and I am on the board of the nationally recognized non-profit called Savvy Ladies, www.savvyladies.org. I also teach continuing education courses for my industry and am an instructor for the LUTCF designation for the American College of Financial Services Professionals.
I have appeared by reference in Real Estate Weekly (7/2003, 11/2003), in Financial Planning Magazine (02/2004), The Green, Golf beyond the Links Magazine (11/2004), Registered Rep (10/2007), CNBC online (11/2007), Smartmoney.com (Feb 2008) CFO Magazine (4/2008), Oprah.com (3/2009) and many more.
It is through my personal and professional experiences that I have acquired the unique skill set necessary to help business owners and individuals make breakthroughs in the areas that are most confusing:
- Estate Planning
- Retirement Planning
- Asset Protection
- Financial Planning
- Long Term Care Planning
- Group Benefit Planning
- Business Succession Planning
- Divorce Planning
- Educational Planning
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Nov.16thHow to Organize Your Stuff23rdBudgeting Basics and Bank Account Structure30thCredit Scores and Debt Management
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Dec.14thLegal Planning (NY)21stAsset Protection and the Golden Eggs28thIncome Protection Part I – Disability Insurance
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Jan. 4thIncome Protection Part II – Life Insurance11thInvesting basics – Definitions and Myths18thAnnuities25thRetirement Planning that works
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Feb. 1stImpact of Others on your plan8thLong Term Care Planning15thHow to select a Financial Professional
