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Brentmark : Holistic Solutions for Financial, Estate, and Retirement Planning

Nicole Maholtz, President and CEO

For more than 35 years, Brentmark has maintained its leadership position in the market as a highly accurate estate, retirement, and charitable planning calculation software provider. The company’s primary objective is to help financial advisors, financial institutions, trust companies, and CPAs improve the proficiency and accuracy of ever-changing legislative financial calculations. Brentmark’s Estate Planning Tools and Estate & Charitable Planner LIVE software perform all the necessary calculations that financial planners and advisors require to advise customers regarding their financial goals. “These detailed and f lexible calculations allow them to determine the best options confidently. As a result, clients can provide their customers or prospects with substantial projections and answers to any financial planning question—from simple to complex,” says Nicole Maholtz, President and CEO of Brentmark.

Brentmark’s wide variety of software products ranges from Estate & Charitable Planner LIVE, Retirement Distributions LIVE, Estate Planning Tools, Retirement Plan Analyzer, Kugler Estate Analyzer™, Charitable Financial Planner, Retirement Distributions Planner, to Savings Bond Toolkit and PFP Notebook. The company also offers solutions for Roth conversions. Brentmark solutions can help advisors or attorneys showcase to their customers the power of Roth conversions to save taxes.

In this context, Nicole mentions that the most significant barrier that professionals face while using such tools revolves around the inability to apply rules to software despite having immense subject matter expertise. “When individuals see the math in motion, they often get confused and don’t know how to interpret it. Recognizing this need, we offer tutorial and online training to allow clients to use our software to its fullest potential effectively,” says Nicole. The Brentmark website also featured a FAQ page, video tutorials, research resources, and a Q and A forum answered by subject matter experts via their “Ask The Experts!” page. Although all of Brentmark’s software has self-contained help files embedded in it, clients can always obtain online technical support via their ticketed support service.

From the delivery perspective, Brentmark offers its solutions as both desktop and web products. “Traditionally, our products were desktop based.

Keith Reynolds, Director of Development and Architecture

But, now we are developing our solutions as web products as it is easy to deploy and update,” says Keith Reynolds, Director of Development and Architecture. Brentmark’s LIVE products are entirely online that clients can utilize without worrying about chasing updates, downloads, and complicated compliance issues. By simply logging in to their account, clients can reap the benefits of the latest, up-to-date features and version releases. Along with migrating its desktop applications to the web, the company continually enhances its offerings throughout the year to deliver maximum value to clients in this age of Medicare planning and social security.

When individuals see the math in motion, they often get confused and don’t know how to interpret it. Recognizing this need, we offer tutorial and online training to allow clients to use our software to its fullest potential effectively

More importantly, Brentmark continually evaluates its software and makes necessary improvements to make it more intuitive and user-friendly. The company is also launching a new offering—The Brentmark Curator—a think tank and financial news and media site where clients can log in to browse various articles, podcasts, passed and proposed legislation, definitions, case studies, and participate in lively forums. That’s not all! Following the latest trends, the company focuses on providing its tools and calculations in a different format with more inclusive features to serve a vast clientele. Brentmark is also designing a lighter version of its IRA conversion software. “We have extensive expertise that has been gained over 35+ years. This experience provides us the ability to provide solid and stable calculations that we can integrate into new products seamlessly, thereby offering maximum value to clients,” says Reynolds.

Indeed, Brentmark products perform as envisioned, supporting the financial conclusions with vigorous analysis and proficient calculations to eliminate any risk associated with financial planning, enabling advisors to deliver the best services to end consumers.

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Company
Brentmark

Headquarters
Cooksburg, PA

Management
Nicole Maholtz, President and CEO and Keith Reynolds, Director of Development and Architecture

Description
Brentmark offers financial planning products and services, including Estate, Financial, Retirement, and Charitable planning software for financial institutions, attorneys, advisors, CPAs, accountants, and trust companies. Its wide variety of software products ranges from Estate & Charitable Planner LIVE, Retirement Distributions LIVE, Estate Planning Tools, Retirement Plan Analyzer, Kugler Estate Analyzer™, Charitable Financial Planner, Retirement Distributions Planner, to Savings Bond Toolkit and PFP Notebook. The company also offers solutions for Roth conversions. Brentmark solutions can help advisors or attorneys showcase to their customers the power of Roth conversions to save taxes