We offer comprehensive Advisory and project-based services in each component of retirement plan management. Our service model is designed to help minimize fiduciary risks to the business owner(s), while working to provide the most effective retirement plan to the employees.
Are you looking for tax savings strategies that allow you to contribute more towards retirement? Not happy with the 401(k) contribution limits and want to save more? We specialize in designing 401(k)/Cash Balance combination plans to help business owners maximize their retirement and tax savings, while minimizing out-of-pocket costs.
Are you a business owner looking for ways to retain and reward specific employees? Are your key employees looking for ways to save more without being restricted by the rules and regulations that govern qualified plans? We are available to help research, design, and maintain your retirement plan.
For more information about how we can help you build a financial plan and security to meet your goals, call or email us to schedule your no-obligation appointment.
A three-pronged approach of goal-setting, creative financial security planning, and continual monitoring to help protect and grow your assets.
With more than four decades of experience, the Brunette & Associates team of seasoned advisors is prepared to work with you on a creative plan that helps you pursue the life you envision.