Jeanne Brutman, LUTCF, CFBS, CFS, CLTC

Jeanne Brutman is an independent financial fee-based planner for small to medium sized businesses. Through rigorous research on what the employers and employees are experiencing every day, Jeanne monitors how tax code and legal code changes impact insurance, investments, and financial planning program. She then tracks financial products as they are evolving with these changes and how clients can take best advantage of them.

Through her many years of personal and professional experience, Jeanne has acquired the skills necessary to help individuals and small companies make breakthroughs in the areas that are most confusing: discretionary benefits, employee benefit plans, retirement plans and planning, workers compensation, estate analysis and tax strategies, business continuation and succession planning, long term investing strategies, employee retention, life, disability, long term care and group health insurance policies.

Jeanne works with a team of a dozen highly trained professionals in related fields for her clients’ convenience. She has four designations in her field LUTCF CFBS, CFS and CLTC and holds four licenses in her profession. She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners and spoken at The Learning Annex, as well as for various industry associations. Jeanne has given more than 50 seminars that were approved for continuing education credits in New York and New Jersey for CPAs and attorneys. Jeanne has also been a member of MDRT for many years, which represents the top 1% of the financial services industry. She also teaches continuing education courses for her industry and is an instructor for the LUTCF designation.

Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and is on the board of the nationally recognized non-profit organization Savvy Ladies. She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Ophrah Winfrey’s Web site, as well as many other publications and Web sites.
Jeanne is the mother of an 11-year-old daughter and 1 new baby boy, and lives with her husband in New York City.