Brumm & Associates, Inc.

257 S. Fair Oaks Avenue
Suite 204
Pasadena, CA 91105

Phone:

(626) 219-7002

Fax:

(626) 208-1337

E-mail:

info@brummassociates.com

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Contact Us

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• Tax Planning & Preparation • Business Planning •
• Estate Planning • Financial Planning •
• Wealth Management • Management/CFO Consulting •
• Business Formations • Tax Issue Resolution •
• Real Estate Planning • Accounting & Bookkeeping •
• Forecasting/Budgeting •

Brumm & Associates, Inc. specializes in comprehensive planning tailored for individuals, business executives and business owners covering the spectrum of financial, tax, estate and business. After 23 years in management as a CFO/GM for start-ups to publicly traded entities, this experience developed the diversified skills necessary for timely integration of business and personal planning through all aspects of the life cycle of the professional/business owner/executive. Comprehensive planning with exceptional service and communications do make the difference.

Newsletters

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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