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