Risk Management & Insurance Services
At Brotman Financial Group, risk management strategies are integral to the comprehensive financial planning support we provide for each client.
Risk exists across your financial life in your: investments, tax obligations, insurance coverage, and elsewhere. Without a full perspective on your present and future financial risks— and how to best mitigate them— you leave yourself and your family open to unnecessary liability.
As our client, we will review your current personal and professional financial situation in detail, along with all of the factors that come into play when selecting insurance providers and legal and tax advisors. From there, we'll determine what we believe to be the most effective risk strategies for helping you to meet your goals and minimize your liabilities. We can also help you address if you’re using insurance optimally to build and preserve your wealth — while protecting your family or your business.
To speak with one of our Certified Financial Planners™ today, call (410) 252-4555 or contact us online.