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

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

• 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

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators