While owning your own business is part of the American Dream, the keys to your company do not always come with an instruction manual. Because you have a business to run and customers to please, business planning can sometimes take a backseat. At Brunette & Associates, we understand that you cannot always locate the required skillset to create or find the time to implement and continually evaluate a business and financial plan.
We have learned through experience it is simply not enough for business owners to work hard. Your business has to have a business plan – a financial roadmap that addresses cash management needs and services for every stage of your business life cycle. At Brunette & Associates, our business planning also takes into consideration your personal financial goals and the dreams of you and your family.
Comprehensive business planning with Brunette & Associates will address:
At Brunette & Associates, we enjoy working with business owners. We pledge to provide clients with access to a comprehensive financial planning process that keeps both personal and professional financial goals in complete alignment.
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.