Align your business and personal financial decisions with your own goals and values

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

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  • Nov.16th
    How to Organize Your Stuff
    23rd
    Budgeting Basics and Bank Account Structure
    30th
    Credit Scores and Debt Management
  • Dec.14th
    Legal Planning (NY)
    21st
    Asset Protection and the Golden Eggs
    28th
    Income Protection Part I – Disability Insurance
  • Jan. 4th
    Income Protection Part II – Life Insurance
    11th
    Investing basics – Definitions and Myths
    18th
    Annuities
    25th
    Retirement Planning that works
  • Feb. 1st
    Impact of Others on your plan
    8th
    Long Term Care Planning
    15th
    How to select a Financial Professional