Financial Freedom

We examine your current situation to see what is essential for pursuing dreams and helping to achieve peace of mind. Our financial planning services empower individuals and families to manage their finances, attain goals, and create a stable prosperous future.

Legacy Planning

We enhance estate and income tax planning by striving to protect and grow assets, providing options for probate-free transfers to beneficiaries, and working to minimize taxes on IRAs and other accounts at death. We help your loved ones stay financially secure during difficult times by planning and implementing legacy insurance strategies.

Income Planning

We evaluate income, expenses and inflation to develop personalized strategies, optimize Social Security benefits, and perform regular assessments for flexibility and more confidence moving forward.

Guided Investment Planning

We measure your risk tolerance, modify your portfolio to help navigate market volatility, evaluate fees and implement customized strategies for potential growth.

Health Care Planning

We explore Medicare/aid and evaluate Long-Term Care Plan options to address rising healthcare costs effectively.

Tax Planning

We consider tax implications of investments and develop strategies for tax-deferred or tax-free funds to reduce tax liability on income withdrawals. We also examine how qualified funds can offer tax-preferred income to beneficiaries or charities.

 

Contact Us:

 

22 West Main Street

Mountville, PA 17554


Office: (717) 285-3344

Toll-Free: (800) 477-0510

Fax: (717) 285-2444

fyi@brunerwealth.com


General Securities, Insurance Products

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Robert W Bruner is a licensed Registered Representative and Investment Advisor Representative. He is licensed and registered for securities and/or insurance in AZ, CA, DE, FL, GA, IN, KS, MD, MN, MO, NC, NJ, NY, OH, PA, SC, and VA. If you live outside of PA, contact us to be sure we are registered in your state.

Securities and investment advisory services offered through 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡, 𝐈𝐧𝐜., member FINRA/SIPC. 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 is separately owned and other entities and/or marketing names, products or services referenced here are independent of 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡. 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 does not provide tax or legal advice.

Working with a financial professional who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved.  Financial professionals who participate in this program pay a fee for accreditation review/monitoring.  The Better Business Bureau is not affiliated with or endorsed by Osaic Wealth Inc. 

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