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.

16+ years in Financial Services with a special focus on Doctors and Business Owners
30+ 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