Keep Your Wealth! Financial Planning and Taxes with Eric Brotman

Guest: Eric Brotman

Description:  How do you retire wealthy? Does wealth require you to be in a rare top 10% earning career or can the average working person attain wealth? What does financial planning have to do with acquiring and maintaining wealth? Jordan Goodman, America's Money Answers Man and host of The Money Answers Show, interviews financial planner Eric Brotman about wealth planning, taxes, savings tips, dealing with debt, and much more.

Guest Bio: Eric D. Brotman, CFP®, AEP®, CPWA® is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution.  Mr. Brotman began his financial planning practice in 1994 and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services.  Mr. Brotman's practice includes clients ranging from individuals to multigenerational families. He represents numerous small businesses and medical practices. Mr. Brotman’s most recent book is Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor. Mr. Brotman is often seen on television and in print as well as on radio. Mr. Brotman was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011.

URS: http://www.lowtaxbook.com/ and http://www.brotmanfinancial.com/ 


Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward-looking and should not be viewed as an indication of future results.

«Thank you for speaking at our Winter Retreat on December 12th. Your presentation on personal finance was very well received by our members. »
- Ken Murphy, Director Training and Director Training and Recruiting - Cory Ludens/Management Development Coordinator - Mattress Firm
«On behalf of the Take Charge America Institute, the University of Arizona Students in Free Enterprise and their Credit Wise Cats team, I would like to extend my appreciation for your wonderful keynote address last week. »
- Marica Klipsch, Education Coordinator/University of Arizona