 |
|
|
Not Just Analysis … Synthesis
 |
Investment and retirement planning |
|
Estate and tax planning |
|
Risk management and insurance services |
|
Areas of Focus: Financial Planning and Wealth Management for Multigenerational Families |
At Brotman Financial Group, Inc., we offer holistic financial advice and help coordinate every detail of our clients’ financial worlds, from investing and wealth management to tax and estate planning. During our planning process, we thoroughly evaluate every aspect of a client’s finances, then work as a team — calling on specialists in key areas as needed to create a tailored, coherent plan that addresses our clients’ specific needs and goals and helps prioritize and allocate resources to meet them. The key is not just the analysis done in formulating a plan, but the synthesis created when a plan has been designed collaboratively.
Our ideal clients are multigenerational families — individuals and couples whose very busy lives include balancing their careers as business owners and professionals in a variety of fields while educating children and grandchildren, and caring for aging parents.
|
Areas of Focus
| | | Financial Planning |
|
Map
Click and drag
|
To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 1,470 award candidates in the Baltimore area were considered for the award. 262 were named 2012 Five Star Wealth Managers which represents less than 3% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.
Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Brotman Financial Group Inc. or Five Star Wealth Managers.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Baltimore Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|