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Our Process

At BRUNER Wealth Management, LLC, we utilize an itinerary to help educate and prepare you for your journey and the future of your loved ones.

4-step Process

  • Identify your goals
  • Design a strategy specific to your unique needs
  • Assist you in the implementation of your strategy
  • Monitor and adjust your strategy over time as your needs change

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 evaluation to see if your strategy will hold up.

If your current strategy has any problem areas, 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 adjust your strategy so you can avoid any problems later. You can take control of your finances and head into retirement with reassurance that you’re ready for whatever comes your way.

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