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Retirement Planning


As people address retirement planning on their own, they often piecemeal details and accounts together, reacting to what they must address as their needs arise. Imagine if you were able have all of your retirement accounts monitored as part of a single, consolidated plan and receive ongoing oversight of how well you are meeting your retirement goals?

When Brotman Financial Group serves as your financial guide, you receive one point of contact for all your retirement planning needs. We'll assess all of your current accounts, identify any gaps or opportunities you may have, and manage your strategies throughout your financial life.

We can also support small business owners and their families with retirement planning needs. Whether you need help managing retirement plan options or executive benefits to attract or retain key employees or designing forward-looking multigenerational succession plans, we're here to support you every step of the way.

Get Started

To speak with one of our Certified Financial Planners™ today, call (410) 252-4555 or contact us online.