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
