Our Qualifications

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Kevin Brunner 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, and 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

We're looking forward to using our expertise to help you pursue your financial goals.