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BRUNER Wealth Management Documents

Flight Plan  & Instructions

Our priority is helping you take care of yourself and your family.  In order to gain a better understanding of your personal situation, your goals and dreams, and your risk tolerance, please click on the “Flight Plan” and complete the form prior to your first meeting with Bob.  Doing so will allow you to think through some important aspects of your life and assist us in developing a financial plan specifically suited to your needs.   This will be the first step in the development of an open and honest dialogue that has been a cornerstone of the success of BRUNER Wealth Management, LLC

Broker Dealer Forms

Osaic CRS

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