Check the background of this financial professional on FINRA's BrokerCheck.

Tax and Insurance Strategies

Tax and insurance strategies are an integral part of your financial story. At Brumbaugh Wealth Management, we will help you optimize your assets through the implementation of effective tax and insurance strategies that will:

  • Mitigate and reduce taxes
  • Provide income replacement
  • Supply funding for education
  • Preserve your estate
  • Fund final expenses
  • Provide for extended care
  • Increase charitable giving
  • Protect your key executives
  • Safeguard your business

Your assets are your protection against the future. Make sure you protect them through targeted tax and insurance strategies.

 



P 610.458.2495
F 610.458.7873
ngarganio@brumbaughwealth.com
Eagleview Corporate Center
760 Constitution Dr. Suite 100
Exton, PA 19341
Connect with us on: Go to LinkedIn  


 
 
 Registered associates of Brumbaugh Wealth Management are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Brumbaugh Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.

In MI, securities and advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer, registered investment advisor and insurance agency. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. In WA, insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. In UT, LFA Insurance Agency - insurance offered through Lincoln affiliates and other fine companies. In all other states, insurance offered through Lincoln affiliates and other fine companies.

CRN-1256746-072315

We are licensed in the following states: AZ, CA, DC, DE, FL, VT, GA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, RI, TN, TX, VA.
 


Check the background of this financial professional on FINRA's BrokerCheck.