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"When you find your why, you'll find your way." Caring for aging parents while raising kids can be tough. Every day, you write the plot of your unique financial story Your family’s legacy is more than your estate.

You’ve worked hard to lead the life you envisioned, and you’ve created building blocks of prosperity and security for yourself and your family. Between daily needs and long-term goals, life can pull you in many directions along your journey. Add sending children to college and caring for aging parents to responsibilities such as saving for your own retirement, and making goals-based financial decisions for every family member becomes an essential — and challenging — priority.

At Brotman Financial Group, we’re here to help you manage your financial world throughout every chapter of your life.

We believe that you deserve to have an advocate and co-pilot managing your wealth and the resources you need to maximize opportunities for yourself and your family. Through our navigation, we go beyond the numbers of your financial life and bring an important element to the discussion: human understanding. To us, helping you means more than planning — it means personally caring for the goals and values that matter to you.

For the rest of your life and for those you leave behind, we’re ready to provide the financial guidance you need to meet your family’s goals and arm yourself with confidence in the journey that lays ahead.

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Financial Services

Receive full support across your wealth management goals and priorities.

Resources

Have access to tools, perspectives, and insights that support sound decision-making.

Lifelong Advocates

Gain an entire team of experts who focus exclusively on meeting your unique financial objectives.

Video Legacy Services

Memorialize your loved ones with professional video services and record their living stories.

 

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For a demonstration on how to upload documents securely to our server through our Egnyte system, please click below.

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Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.