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

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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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

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Car Affordability

How much can you afford to pay for a car?

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