Our guest today, Eric Brotman, is a Certified Financial Planner and the CEO of BFG Financial Advisors, an independent firm that assists clients with wealth creation, preservation, and distribution.Eric and his team of highly qualified specialists provide investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.
In addition to holding a master’s degree in financial services, Eric is also an Accredited Estate Planner, a Certified Private Wealth Advisor, a Chartered Life Underwriter, a Chartered Financial Consultant, a Chartered Advisor in Senior Living, and a Retirement Income Certified Professional.
He is currently serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. Eric is the host of the Don’t Retire… Graduate! podcast and the author of several publications, the most recent entitled Don’t Retire-Graduate: Building a Path to Financial Freedom at Any Age, published in October of this year.
What you’ll learn about in this episode:
Additional Resources:
Website: https://bfgfa.com
LinkedIn: https://www.linkedin.com/in/ebrotman/
Twitter: https://twitter.com/brotmanplanning?lang=en
Book: https://www.amazon.com/Dont-Retire-Graduate-Financial-Retirement/dp/1734970103
Podcast: brotmanmedia.com
Links Mentioned:
Jean Chatsky: https://twitter.com/JeanChatzky
Saving for College: http://savingsforcollege.com/
Pay Less Taxes Now: http://www.lowtaxbook.com/optin1590159551607
Financial Coaching: https://www.microstuff.com/
Acknowledge Media: https://www.acknowledgemedia.com
Forbes: https://www.forbes.com/