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Navigating Uncertain Times

Navigating Uncertain Times

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.

Welcome

Welcome

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.

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"A Goal Without a Plan is Just a Wish" - Antoine de Saint-Exupery

Financial Planning

Financial Planning

Brunette & Associates takes a comprehensive approach to the financial planning process.

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Portfolio Advisory Services

Portfolio Advisory Services

Strategic portfolio research and asset management by dedicated advisors with transparent fees and portfolios.

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Business Retirement Planning

Business Retirement Planning

We offer dedicated fiduciary and advisory services for 401(k), Cash Balance and Non-Qualified Retirement Plans.

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How We Work

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.

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Retirement Planning

Retirement Planning

Our Team

Our Team

Education Planning

Education Planning

Risk Management

Risk Management

Business Planning

Business Planning

Estate Planning

Estate Planning

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