How do you build a business and buy a house when you don’t have a down payment? Eric Brotman from BFG Financial joins us today to share his life experiences in designing, developing and executing his personal legacy. He shares his experiences of using alternative methods for financing his first home, starting a business and creating wealth for multiple generations. His motto is “Don’t Retire, Graduate”. Graduate to a life of doing something you enjoy while getting paid for it. Graduate to the satisfaction of completing your life’s legacy!P.S. If you’re feeling overwhelmed in not knowing where to begin and are ready to start having more freedom, fulfillment and satisfaction, book your Discovery Coaching Session. Legacy planning helps you first define your legacy to build it on a solid foundation, opposed to stacking a house of cards! If you’re confused, uncertain or need direction and are ready to commit to your own personal legacy, book your Discovery Coaching Session. Everyone has to start somewhere.Did you know you can listen to Eric’s podcast on Apple? Oh yeah! Now you too can enjoy more of his educational insights depending on your schedule. Go to https://brotmanmedia.com/ and enjoy all the resources!Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of whom enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.Mr. Brotman holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 1998, and completed his Master’s Degree in Financial Services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Mr. Brotman is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.Mr. Brotman is serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for the Comptroller of Maryland. He is a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland. Additionally, Mr. Brotman serves on the Board of Trustees and is the Chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. He is a 2006 alumnus and former board member of Leadership-Baltimore County, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council.-Legacy Planning is a boutique advisory firm based in Beverly Hills, California that specializes in the coaching and advisory work around personal legacies.Most people have no idea how much better their life could be until they finally receive the support and guidance they need.To book your session, visit www.DesignUrLegacy.com.Our Theme/Why: Everyone deserves great coaching because your legacy is worth executing!
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