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
Wealth
Accumulation
Data Collection
Spending Review
Budgeting
Bank A/C Review
Legal Planning
Building Wealth:
-Real Estate
-Business growth
-Investments
Business
Planning
Change due to:
-Death
-Divorce
-Discontentment
-Marriage
-Retirement
-Felony
-Disability
Retirement
Planning
Budgeting
Legal Issues
Insurance
Influence of others
Long Term Care
-Planning
Estate
Planning
-Assets
-Values
-Legacy
Tax Mitigation
-Love Letters to
Family
Elder
Care
-Planning
Asset Protection
- Conservative in approach to planning and investing
- Comfortable paying for expert advice
- Committed to leaving a legacy for their family and charities they may support
- Committed to a long term relationship with their trusted professional(s) that grows over time and experience.
- Committed to a team approach with all of the professionals in communication and coordination on their behalf.
- Committed to transparency in all dealings.
- Looking not just for a plan, but also for a professional to oversee the planning and implementation to completion
- Looking for a financial professional who already has a team of vetted trusted professionals in other areas to assist
- Bonus - Overjoyed when they receive home baked, organic, chocolate chip cookies!
Platinum
All the Benefits of Gold plus:
- Financially Fit File System Box
- Six 1 hour face to face meetings over six months to implement Your Personal Plan*
- Three Conference Calls with other professionals to coordinate your planning
- Annual Review one year after start of process to ensure completion of all planning items
*Client(s) must meet with Jeanne Brutman at her NYC location
Gold
All of the benefits of Silver Plus:
- Budget and Personalized Bank Account Structure
- Referrals to other tax, legal or financial professionals as needed*
- Six monthly 30 minute meeting phone conferences to check progress of your planning process
*As available dependent on geographic location of clients
Silver
Basic Financiai Planning Review Including Review and Implementation List for:
- Insurance
- Legal
- Investments
- Asset Protection
- Group Benefits
Priced on a project by project basis.
Bronze
Specific questions about your planning answered and advised upon.
Priced on a project by project basis.
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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
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Supporting PDF Documents:
Cash Flow Analysis
Click to download in MP3 format (13.75MB)
Interview on financial mistakes interview with Sean Collins for WNYC Radio in 2010
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