Financial Planning

The Brunswick Financial team brings decades of experience and expertise to its clients. We offer advice on a range of financial subjects beyond employee benefits programs. From financial planning to investment and retirement counsel, we’ve got the specialized knowledge to streamline your portfolio and fast-track your results.

We don’t view a financial plan as a document with a list of restrictions. To us, it’s a generator of possibilities. Planning your financial future means making sense out of your present situation, and orienting yourself in a positive direction.

Whether you’re a business owner or an individual planning for your future, your Brunswick Financial Group advisor will work directly with you to take stock of your current position, and prepare for a bright and secure future.

Investment and Retirement

Our investment representatives consult with our clients and use a range of planning tools, and external professional partners to develop tailored plans that meet their needs.

Brunswick Financial Group also recognizes that a responsible investment strategy should be a key piece of anyone’s retirement plan. Through Quadrus Investment Services Ltd., we are able to give our clients access to thousands of mutual funds, multi-managed, multi-style approach by some of the world’s leading investment managers.