I do two things:
1. I do the daily research on what Employers and Employees are experiencing and how the market and products are responding in this Remarkable Time of Change.
2. I help people align their business and personal money decisions with their goals and values.

I may be the right Financial Professional for You if these TEN points describe You...

• You are conservative in your approach to planning and investing
• You are comfortable paying for expert advice
• You are committed to leaving a legacy for your family and vested interests after you pass
• You are not satisfied with the advice you have received, read or been exposed to by the media
• You desire a long term relationship with your trusted professional(s) that grows over time and experience
• You desire an integrated approach to planning for all of your assets, business and personal
• You desire a team approach with all your professionals communicating and coordinating all efforts on your behalf
• You require transparency in all dealings
• You require not just a plan, but also someone to oversee the implementation to completion
• You require someone with trusted, vetted resources to assist in what is to be done now and in the future
• BONUS – You love chocolate chip cookies, if home baked, even better!
212-244-6995 direct
Jeanne@jeannebrutman.com
www.askjeannebrutman.com