Managing The Predictable To Navigate The Unpredictable

Services

At BRUNER Wealth Management, LLC, we offer a wide range of products and services to assist you in creating a sound financial strategy for the days ahead.

We are an independently owned financial services firm. This allows us the freedom to not be tied to one company and the ability to use a variety of financial strategies that best suit our clients’ individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

As an added value, we also work with local accountants, estate planning attorneys and other professionals, helping you to coordinate your financial matters.

Retirement Income Strategies

Fixed Annuities*
Fixed Index Annuities**
Variable Annuities

Fee-Based Investments

Stocks
Bonds
Brokerage Accounts
IRAs
Alternative Investments

Financial Planning

401(k) Planning
403(b) Planning
Pension Planning
Profit Sharing
Defined Benefits
Tax Preparation
529 College Savings Strategies

Estate/Legacy Strategies

Term Life Insurance
Whole Life Insurance
Single Premium Life Insurance
Universal Life Insurance
Fixed Index Universal Life Insurance
Long-Term Care Insurance

Additional Services

Visual Help
Unique Services for Women
Notary Services

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurer.

**Fixed Index Annuities are designed to meet long-term needs for retirement income, guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries. Guarantees are backed by the financial strength and claims paying ability of the issuing insurer.

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