The Team

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Our Advisors

Rudolph Bruer

Rudolph Bruer

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments


BS from Franklin Pierce College 1990


Our Staff

Debra Bruer

Operations Specialist