EPISODE · Nov 6, 2021 · 58 MIN
Timely & Timeless Advice with Eric Brotman
from Design Your Legacy - Life Lessons · host Angelina Carleton
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How do you build a business and buy a house when you don’t have a down payment? Eric Brotman from BFG Financial joins us to share his life experiences in designing his personal legacy. He leveraged alternative methods for financing his first home, starting a business and creating wealth for multiple generations. His motto is “Don’t Retire, Graduate” ... graduate to a life of doing something you enjoy while getting paid for it. And graduate to the satisfaction of completing your holistic legacy plan! Mr. Brotman began his financial planning practice in Baltimore in 1994 and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services. Eric is an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Mr. Brotman served on the Board of Trustees for the Maryland State Retirement and Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for the Comptroller of Maryland. He is a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland. Additionally, Mr. Brotman serves on the Board of Trustees and is the Chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. Eric is a 2006 alumnus and former board member of Leadership-Baltimore County, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
What this episode covers
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How do you build a business and buy a house when you don’t have a down payment? Eric Brotman from BFG Financial joins us to share his life experiences in designing his personal legacy. He leveraged alternative methods for financing his first home, starting a business and creating wealth for multiple generations. His motto is “Don’t Retire, Graduate” ... graduate to a life of doing something you enjoy while getting paid for it. And graduate to the satisfaction of completing your holistic legacy plan! Mr. Brotman began his financial planning practice in Baltimore in 1994 and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services. Eric is an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Mr. Brotman served on the Board of Trustees for the Maryland State Retirement and Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for the Comptroller of Maryland. He is a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland. Additionally, Mr. Brotman serves on the Board of Trustees and is the Chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. Eric is a 2006 alumnus and former board member of Leadership-Baltimore County, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital<br...
NOW PLAYING
Timely & Timeless Advice with Eric Brotman
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.