About My Practice
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 client’s 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 multi-generational families — individuals and couples whose very busy lives include balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents.
Once we have completed our initial planning process, we find our clients’ financial lives are less hectic and better organized, and their financial, retirement, and estate plans are better focused. They have an action plan targeted to their short- and long-term goals. And they have us on call for regular review meetings, to help ensure that the plan stays on track.
Not just analysis… synthesis
Eric has been representing individual and corporate clients since 1994, and started Brotman Financial Group, Inc. in 2003. For a complete bio, go to: www.brotmanfinancial.com and click on Eric Brotman
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: CA, DE, DC, FL, KY, ME, MD, NJ, PA, TX, VA, Health/disability insurance: CA, DE, DC, FL, KY, ME, MD, NJ, PA, TX, VA, Property/casualty: MD, Fixed annuities: CA, DE, DC, FL, KY, ME, MD, NJ, PA, TX, VA, Variable annuities: DE, DC, FL, ME, MD, NJ, PA, TX, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Accredited Estate Planner (AEP), CLU, MSFS
NFP Securities, Inc.
Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Brotman Financial Group is a member of Fusion Advisor Network, an affiliate of NFPSI. Brotman Financial Group and NFPSI are not affiliated. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered.
Considerations: Fee-based financial planning; implementation may include commissionable solutions
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.