Qualified Financial & Insurance Solutions



1100 Town and Country Road Suite 1250
Orange, CA 92868





Kevin Brunner

Retirement is about income, it is not about assets, because not all assets return the same income.

Kevin leads a team of professionals trained in the principles and strategies of Retirement Income Planning, Business Planning, Wealth Preservation, Succession Planning. Financial, Estate, Business, Tax & Investment Protection

Kevin has been featured in Forbes Magazine, taught over 200 financial education seminars in 12 states and Europe, been a featured speaker on 'The Smart Money Hour' on KABC Radio, on Bloomberg Radio and several financial radio shows.

Specialties: Laddered and arbitrage strategies, with tax benefits on contributions, tax deferral during asset growth and tax benefits upon withdrawal, all greatly increasing your 'cash-on-cash return' without increasing your risk.

14+ years in Financial Services with a special focus on Doctors and Business Owners
26+ years of Business Consulting and Management, from 'start-ups' to 'turn around'

Financial Strategies for a Tax-Efficient Retirement
Tax Efficient Business Strategies
1031 Exchange Alternatives
Asset Protection
Business Exit Strategies
401k, Defined Benefit Plans, IRA & Roth IRA

Phone (800) 694-5133
Fax (800) 638-2153