The Synergistic Nature of Financial Planning
Financial, Estate, Business, Tax & Investment Protection
"You cannot affect one, without considering the others."
Financial independence. Wealth empowerment. Millions of people dream about prosperity, many even take steps to achieve it, but few actualize the goal. Why? Missteps - flawed strategies - something we call "money myth-conceptions."
We empower our clients with the ability to attain a greater degree of financial independence, and teach wealth enhancement strategies that challenges common money myths, opening a way to personal prosperity.
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"The Best Retirement Savings Vehicle You've Never Heard Of..."
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Kevin’s demonstrated himself to be an expert in wealth planning and financial strategies. Kevin’s approach is refreshing in that he operates with his customers’ best interests in mind, and he takes the steps necessary to educate them. Kevin’s sound value system, integrity, and expert knowledge make him a professional I’d recommend to others.
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Jeffrey Duvall
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Kevin Brunner is the kind of financial manager and advisor you want to keep a secret, but only because you don't want to share his time or advice with anyone else. His approach is a breath of fresh air in a world of pushy, over-the-top salesmen. He knows his financial strategies are sound, can easily explain to even the most naive of clients why his financial devices work, and then lets you make your own decisions. He's approachable, friendly and low-key. When you want to stop worrying about retirement, have a sit down with Kevin and put your mind at ease.
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Christopher Woo
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During the time I have known Kevin, I have known him to be a values driven business man with only the best interest of his customers and fellow business associates in mind. Kevin is a driven, high powered, well educated individual that can truly make a difference in ones organization as well as an individuals personal growth. I would not hesitate to recommend Kevin in any business or personal venture.
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Douglas Aloff
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Kevin is an outstanding business and financial strategist. I was very impressed with his business background, knowledge and experience. He provided me with some excellent financial advice and guidance, which I believe will generate outstanding returns in the years ahead. I highly recommend Kevin to anyone in need of strong financial and/or retirement planning guidance.
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Andrei Poludnewycz
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Kevin Is a true professional in the field of arbitrage strategies, with tax benefits on contributions, tax deferral during asset growth and tax benefits upon withdrawal and how these strategies can be used for business and and personal growth. I strongly recommend him to anyone looking for solutions in dealing with Financial Strategies for a Tax Efficient Retirement
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William Newcomer
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Kevin's approach to partnering with other companies is very unique. He is all about helping his partners put systems in place which create a WIN WIN for everyone. The questions he asks are very interesting and make you think about yourself, your personality, your vision, and what you are looking for in a partnership. Very interesting and unique way of approaching business!
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Mark Boersma
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Kevin did an awesome job increasing my wealth, lowering my taxes and building my online business. We will certainly work together again.
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Jason Pratt
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Kevin is the rare financial advisor who shows deep personal interest in his clients’ specific circumstances and needs. He understands the market trends and how to optimize my investment portfolio to minimize risk and expenses, yet provide excellent returns. I know Kevin’s primary motivation is his sincere concern about my financial success and his advice is always focused solely on my best interest.
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Jameson Garrett
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Kevin can explain the complex world of financial security in very simple and clear fashion. Moreover, he also has great idea about how things should work. He is worth talking to just to learn about the industry.
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Steve Huang
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Kevin is an expert in his field putting his vast knowledge to work for the best interests of his clients. His years of experience and in depth research put him at the top of his field. His friendly manner and common sense approach also make it easy to work with Kevin and understand his recommendations that will lead to a better financial future for his clients
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Dave Peronto
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