Georgia Bruggeman (CFP®, MBA)
Georgia Bruggeman focuses in the
following client markets or areas of practice:
- Annuities
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Annuities
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Portfolio management and securities analysis. I help people to maximize the return on their investments while minimizing risk. I analyze the underlying costs of investments such as 12B-1 fees, ongoing management fees, annuity fees, backend sales charges, life insurance fees and make recommendaitons on how to eliminate these fees.
Analyze insurance needs incorporating Long Term Care, tax reduction strategies, maximizing retirement plans and options, workplace benefits, Estate Planning recommendations, Education funding recommendations
Additional Information
Babson College MBA. Passed levels I & II of CFA Program. Founded company in 1990.
NAPFA Start Date
September 26, 2006
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