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Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
At Brunette & Associates, we strive to reach our client’s goals by fostering relationships that are founded on trust and transparency. We devote our time to developing financial plans that are aligned with your life, not ours.
Are you ready to take your next steps to financial freedom? We would love to meet you.
Brunette & Associates takes a comprehensive approach to the financial planning process.
Strategic portfolio research and asset management by dedicated advisors with transparent fees and portfolios.
We offer dedicated fiduciary and advisory services for 401(k), Cash Balance and Non-Qualified Retirement Plans.
Brunette & Associates, LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years’ experience in the field, we have continued to build and grow our business by partnering with our clients. We work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.
CEO & Principal
Director of Retirement Plan Consulting