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

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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

Avoiding Probate with a TOD Deed and TOD Account

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

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

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