Tim Brungardt and Mark Brungardt are committed to continually helping individuals, families and business owners improve their financial prosperity with customized strategies that take into consideration their entire financial picture. Their priority is relationship building for the long term with their clients. This allows their clients to gain confidence in their financial future by taking the necessary steps to position themselves to achieving their financial goals.
Five Basic Fundamental Financial Strategies include:
- Establish a Safety Net of Cash and Insurance
- Get Started Early and Accumulate Money Systematically
- Reduce the Impact of Income Taxes
- Lower the Risk With Minimal Impact on Return
- Build a Portfolio Which Matches Your "Personal Profile"
As an independent organization, the advisors are positioned to provide objective advice. Through the recommendation process, they assist clients in selecting the product and services that make the most sense for their situation from any company or carrier available.