WHAT WE OFFER
GOAL BASED APPROACH
We help our clients establish and quantify goals, then we build a plan to help achieve them. We then monitor and adjust the plan through ongoing reviews to achieve these goals.
INDEPENDENT/FIDUCIARY
Simply put, we put our client's interests first. As an AIF ® (Accredited Investment Fiduciary) Steven Brunner is obligated to follow the fiduciary standard of care as defined in applicable laws, regulations and best practices.
TAX MANAGEMENT
Tax management is not a part-time endeavor. Given the impact of taxes on a portfolio, their management is a cornerstone of an investor’s planning process. We work with your tax professional and can implement techniques such as loss harvesting, tax aware trading, and gain/loss offset to optimize after-tax return.
SERVICE
We work hard to make sure our clients get what they need when they need it; timely reviews are paramount. Our goal is to communicate and serve our clients in a way that is best for them. We provide a complete spectrum of communication to our clients, from face to face meetings to video conferencing.
ESTATE PLANNING
Estate planning is one of the most important steps any person can take to be certain that their final property and healthcare wishes are honored. We can help coordinate a process, working with your attorney, that addresses all elements of your plan to ensure that everything works together to accomplish your goals.
MYPLAN
MyPlan is a cutting-edge, interactive tool that monitors your financial plan on a daily basis. We provide our clients MyPlan to see all their assets and financial information in one place, track progress, and store valuable documents – all available with secure access from your computer or smartphone.
OPTIMISM
You can control your finances. Let us show you how the future is bright. Here is some perspective on how things have always gotten better. Time is on your side.