PLANNED RESULTS, INC

tel:  (315) (315) 422-7096
fax: (315) 422-7424
email: rfbrunette@plannedresults.com

CONSULTING SPECIALTY:

I'm a registered investment advisor. I help people fulfill their financial goals and objectives through complete, independent financial analysis and planning.

I am totally independent of any company or product. Every suggestion or recommendation that I make is a result of my deepest conviction ideas based on the client's stated goals and objectives.

Complete financial analysis and planning involves, not only investment and tax analysis, but coordination with and review of insurance policies, employee benefits, wills, healthcare proxies, trusts, business agreements, eldercare issues, etc. I have over 25 years of financial planning experienced and, in addition to personal planning, have worked extensively with qualified retirement plans. I have worked for over 500 individuals and businesses.

I graduated Summa cum Laude from Syracuse University and was elected Phi Beta Kappa. I'm a past president of the Estate Planning Council of Central New York. I live in Fayetteville, N.Y. with my wife and three children.

PRINCIPAL SERVICES OFFERED:

Independent financial planning, which may be partially or totally fee based. The first meeting is always free and fee options will be thoroughly explained prior to any billable services.