Sound and Innovative Financial Strategies

Welcome to the BRUNER Wealth Management, LLC Homepage. We're glad you are here!

                Many financial services firms continue to focus solely on your money...

                  how much do you have now, and what will you need in the future?

The real questions have more to do with how you want to live your life and how your money should support those ambitions – for you, your family, and perhaps your community.

That’s why we take the time to help our clients see beyond their immediate financial concerns to achieve a greater vision of how they can use their wealth to bring more fulfillment and security to their lives, for themselves as well as their families.

 

While visiting our site, please feel free to use our quote service, check out our calculators, gain insight from our articles and newsletters and explore our list of services.

* Retirement, Estate & Inheritance Planning                  * Customized Money Management              

* Fixed, Indexed, Variable & Immediate Annuities   

* TERM life insurance rates                                           * Variable and Whole Life Policies

* ROTH / Traditional IRA                                               * 401(k) / IRA rollovers

* Business 401(k) / ROTH 401(k) / IRA set-up

* Tax Integration

 

Our focus remains: Service, Honesty, Perspective, Performance and Security.

We put the client first and want to build a healthy, long-term relationship,

by creating  -  Sound and Innovative Financial Strategies  -  for you!
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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