Helping you with your next million dollars.
At Brunelle Financial Planning Group Ltd., we are deeply committed to helping you secure a strong financial future. With a focus on personalized financial advice, we provide comprehensive services that meet the unique needs of families, business owners, farmers, and multiple generations. As your trusted financial security advisor, we are dedicated to guiding you through every stage of your financial journey with care and integrity.
Brunelle Financial Planning Group Ltd.
Brunelle Financial Planning Group Ltd.
Expertise You Can Trust
Our firm is built on a strong foundation of experience and industry recognition. Mark Brunelle, a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS), has spent over 30 years helping clients navigate the complexities of financial planning. As a 23-year Life and Qualifying Member of the Million Dollar Round Table (MDRT), with four years Court of the Table (COT), Mark brings a wealth of knowledge and a commitment to delivering personalized, client-centered solutions.
Our Credentials
Families
Protecting your family’s future and ensuring generational continuity.
Business Owners
Customized financial strategies that cater to the unique needs of entrepreneurs.
Farmers
Financial planning solutions that support the stability and growth of your farm.
Multiple Generations
From oldest to youngest, we offer tailored advice that meets the needs of every family member.
A Path to Financial Freedom
Our mission is simple: to empower you to navigate your financial journey with confidence. We understand that financial planning is not just about retirement; it’s about considering your current needs and long-term aspirations to create a holistic financial strategy. With our dedicated protection planning process, we will work closely with you to listen, analyze, and develop a personalized financial protection plan that aligns with your dreams and objectives.
Life Insurance
Protect your loved ones and ensure your legacy.
Critical Illness Insurance
Safeguard your financial well-being in the face of health challenges.
Investment Planning
Grow your wealth through personalized
investment strategies.
Insurance Planning
Secure your future with comprehensive protection tailored to your life circumstances.
Trusted Guidance, Every Step of the Way
At Brunelle Financial Planning Group Ltd., we pride ourselves on offering reliable advice and exceptional service. We understand that navigating the financial world can be overwhelming, which is why we are here to guide you with expert knowledge and a personalized approach. Let us help you make informed decisions for a prosperous future.
1. Initial Discovery:
Schedule a meeting to understand the client’s financial situation, goals, and challenges.
2. Pre-Qualification & Asset Mapping:
Pre-qualify over the phone and gather essential information via the Asset Map intake form.
3. Problem Identification:
During the meeting, focus on identifying key financial risks and opportunities.
4. Solution Development:
Develop personalized strategies tailored to the client’s needs.
5. Plan Execution:
Help the client implement the agreed-upon financial strategy by securing the necessary products and services.
6. Ongoing Review & Support:
Conduct regular follow-ups to ensure the plan stays on track and adjust as needed.