Our Services

As a Registered Investment Advisor, the financial management process at Allocca & Brunett, Inc. begins with an in-depth evaluation of your current financial situation.


Once we`ve established your overall objectives, we`ll focus on your specific goals. We use a five-step process to set your goals.

Step 1 - Determine your risk profile and objective.

Step 2 - Set your asset allocation policy.

Step 3 - Diversify across asset classes and within investment styles.

Step 4 - Rebalance your portfolio whenever there is a 5% variance.

Step 5 - Report the results to you on at least a quarterly basis.

We will continue to update your goals and often use our "Talking Points" to remind you of changes and updates you might consider.

Click her to view a copy of our Talking Points

Pension Consulting begins with evaluating the best plan for you and your employees. We design all types of plans, including 401(k), 403(b), Profit Sharing, Money Purchase, Defined Benefit, SIMPLE, Simplified Employee Pensions, (SEP), 412(i), ESOP, and Non-qualified Plans. 

Some of the services we offer include the followings:

Pension Design, Financial Planning, Asset Under Management Tax Planning Investment Planning Retirement Planning Estate Conservation Insurance and Risk Management Cash Management Charitable Giving College Funding