Our Services

Brouillette Group serves the financial needs of both the individuals and businesses. We deliver comprehensive wealth management services that are custom-tailored and designed to meet the needs of our clients. Our services range from the one-time transactions to full service financial management. We can work for our client as a commissioned representative to a fee based advisor. Regardless of the level of our involvement we get a clear understanding of each clients short-term and long-term goals and develop recommendations that have been designed in the clients’ best interest.

Services for Individuals

  • Financial Planning

    • Retirement Analysis
    • Education Analysis
    • Survivorship Analysis
    • Disability Analysis
    • Estate Planning Analysis
    • Asset Allocation and Risk Tolerance Analysis

  • Asset Management
  • Education Savings
  • Estate Planning
  • Annuities
  • Insurance

    • Life
    • Disability
    • Health
    • Long Term Care

  • Cash Management

Business Owner Services for Corporations

  • Retirement Plans

    • 401k, Profit Sharing, SIMPLE IRA…

  • Group 529 Plans
  • Group Benefits
  • Buy-Sell Agreements
  • Executive Compensation Plans
  • Business Continuation Planning
  • Corporate Asset Management