Managing The Predictable To Navigate The Unpredictable

Our Process


At BRUNER Wealth Management, LLC we utilize a step-by-step process to help educate and prepare you both for your future and the future of your loved ones.

This process includes:

• Identifying your goals
• Designing a strategy specific to your unique needs
• Assisting you in the implementation of your strategy
• Monitoring and adjusting your strategy over time as needs change


If your plans for retirement income that you believe to be true, turned out not to be true – when would you want to know?

Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?

Having a personalized retirement income analysis can be essential to helping realize your dream retirement. With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you’ve accumulated about retirement, and put them all together in an analysis to see if your strategy will hold up.

If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now so you can avoid any problems later. Meaning you can take control of your finances and head into retirement with reassurance that you’re ready for whatever comes your way.

1Retirement Explorer ™ is a software program that is designed to help agents review the effectiveness and potential success of their client's retirement strategy and will involve the use of fixed insurance products. Retirement Explorer ™ is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.

2Bruner Wealth Management is not affiliated with Thomas Gold Solutions, the owner of the Retirement Explorer ™ software program, nor do we guarantee the accuracy or quality of their services.

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