Georgia Bruggeman (CFP®, MBA)

Georgia Bruggeman focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

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, 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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This Office

13 Water St Holliston, MA 01746-2375 Phone: (508) 429-2600