Retirement Income Planning & Preservation
A comprehensive approach to retirement planning
Retirement should reflect the life you’ve worked to build. Our independent approach focuses on designing dependable income and insurance strategies aligned with your objectives. Through careful evaluation of available options, we bring structure, stability, and lasting confidence to every stage of retirement.
Meet the Team
Cole Bruner
President
Kailey Berendsen
Vice President
Zach Kyhos, MBA
Senior Portfolio Manager
Ryan Connor
Private Wealth Advisor
Logan Woller
Private Wealth Advisor,
Retirement Plan Consultant
Ryan Pecha
Private Wealth Advisor
Earn Money with Your Money
A comprehensive retirement plan should protect what you’ve built and create reliable income for the future. Fixed index annuities and life insurance can help grow your savings and provide steady income when you need it. As an independent insurance firm, we work with multiple carriers to offer competitive solutions and provide complimentary reviews of your existing contracts.
Important Annuity Information
Annuities are long-term products that may include fees, surrender charges, and tax implications. Withdrawals before age 59½ may incur a 10% IRS penalty. They are not FDIC-insured or guaranteed by any government agency. All guarantees—including those for fixed annuities—depend on the issuing insurer’s claims-paying ability.
Guaranteed Lifetime Income Options
Lifetime income guarantees are supported by the issuing insurance company’s claims-paying ability.
We offer the following services:
We help you build a well-rounded retirement strategy
through services such as:
- Retirement Income Planning
- 401(k) / IRA Rollovers
- Asset Protection & Distribution
- Long-Term Care Solutions
- Final Expense & Funeral Trust Planning
- Critical Illness Coverage
- Survivorship Income Planning
- Wealth Transfer Strategies
- Social Security Optimization
- Life & Health Insurance
- Medicare Supplements & Medicare Advantage Plans
- Notary Services
We offer the following services:
We help you build a well-rounded retirement strategy
through services such as:
- Retirement Income Planning
- 401(k) / IRA Rollovers
- Asset Protection & Distribution
- Long-Term Care Solutions
- Final Expense & Funeral Trust Planning
- Critical Illness Coverage
- Survivorship Income Planning
- Wealth Transfer Strategies
- Social Security Optimization
- Life & Health Insurance
- Medicare Supplements & Medicare Advantage Plans
- Notary Services