Jeanne Brutman is an independent financial fee-based planner for businesses business owners and individuals. She is also a master baker of chocolate chip cookies. In any given month, she makes thousands of cookies which she delivers to clients by mail or in person. It’s her way of helping her clients navigate through the labyrinth of how changes in the tax code and legal code impact insurance, investments, and financial planning. There is another reason why she is a champion chocolate chip cookie maker, but first let’s look at the numbers.
Jeanne’s focus is always on what her clients want to accomplish. She watches carefully to see if the number of dollars her clients are actually spending is consistent with their goals. Jeanne’s focus is the whole picture, not just about investments and insurance, but includes real estate, estate planning, and sometimes family planning. She recently counseled one family who was trying to have a baby and helped them to see that the money they needed to have to invest in fertility treatment had to take precedence over other investments, including buying a larger home.
Jeanne’s core emphasis is looking at a person’s entire life: Goals, dreams, the full bucket list. She seeks ways to help business owners because they are the engine of the economy. In Jeanne’s words, “Small business owners take on more responsibility. They work longer hours. They take less pay. Small businesses keep this country moving.” >> Continued on pg 8
Jeanne Brutman, LUTCF CFBS, CFS and CLTC
The People of PR for People®