Matthew Liffick, Cws® Email & Phone Number

Indianapolis, Indiana Area

I provide objective and customized insurance and investment strategies to help meet the financial needs of my clients, whether that be saving for your kids' education, making sure you have enough coverage to protect you and your loved ones, or putting together a plan to help you accomplish your retirement and other investment goals.Securities, investment-advisory, and financial-planning services offered through MML Investors Services, LLC. 900 E 96th Street, Suite 300, Indianapolis, IN 46240. Phone 317-469-9999. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Please do not leave trade instructions over e-mail, as they cannot be processed.

Indianapolis, In

At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management.All of our business is by referral. Our advisors have built long-standing relationships with our clients based upon a high level of service and an honest approach to helping our clients improve their financial situation. As our business has expanded over the years and clients have moved and grown with their careers, we’ve continued to be there for them. Our dedication to our clients achieve their goals has been the foundation of our success.Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory serviced offered through First Allied Advisory Services, Inc. A registered Investment Adviser.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.