Our Approach

What Goals-Based Planning Means for You

The first step in our relationship with you is to listen. We want to know your objectives, your hopes, and what you envision in a picture of your ideal life. From that, we help you create and build a sound financial plan, one that will stand the test of time and can grow and build wealth for your family.

With our two-pronged approach of asset protection and wealth creation, we work with you to assess, determine and understand the complete portrait of your financial planning needs, both now and in the future.

Creating and Protecting

Part of our strategy focuses on financial security planning. And an important part of that is working to achieve short- and long-term goals, while protecting the important things in your life. This involves helping you prepare for a secure, comfortable retirement or to minimize your taxes (or both).

It also means we’ll provide education and resources to help protect your business and employees, while shielding your assets from market volatility and changes in your life status.

Continual Monitoring

One thing we’ve learned in our decades of business is that things rarely remain stagnant. Because of this, your plan is dynamic and multidimensional — helping you currently, while building toward the future you envision.

To that end, we meet with you regularly to share what is going on and what might need to be changed, and to answer questions or concerns you might have.

The Flexibility to Handle All Life Stages

Our strategy combines solid strategies with flexibility, ensuring your financial care throughout life.

Creating a Foundation

Building Wealth

Maintaining Resources

Retirement

Financial Security and Specifics

As your financial security advisor, we’re dedicated to working with you on a plan that includes investment and insurance products to help create and protect wealth; one that is flexible enough to meet your changing needs.

The basis of financial security is a strong financial strategy. This means our partnership works toward providing you a comfortable retirement, management and control of debt, protection of your assets in the event of illness, disability or death, and the safeguarding of your business and its employees.

About Us

At Brunette & Associates, we provide more than financial planning services. We’re in the business of building trust and relationships. We work to make your goals a reality.

Our Firm

Let’s Talk

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.

Contact Us Today

Our Team

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.

Meet the Team