Broker Check
COMPLETE RETIREMENT PLANNING MEET THE TEAM & CONNECT WITH US WE CAN PUT YOU ON THE RIGHT PATH LET US GUIDE YOU

WHAT DOES YOUR RETIREMENT PLAN LOOK LIKE?


Imagine having a source that guides you in making the most critical planning choices for retirement. 

Social Security Planning

Let us show you how to maximize your benefits and go over the different claiming strategies.

Tax Planning

Taxes are an important factor in every retirement, our team can show you how Tax "Forward" Planning can minimize their impact.

Income Planning

A reliable and consistent source of income is the foundation for a successful and happy retirement. Our team specializes in developing income plans that last a lifetime.

Long-Term Care Planning

According to the U.S. Department of Health, 1 in every 7 Americans over the age of 65 will need some form of Long-term care services. Make sure your retirement plan isn't caught off-guard.

Legacy Planning

Taxes are an important factor in every retirement, our team can show you how Tax "Forward" Planning can minimize their impact.

Holistic Retirement Planning

A reliable and consistent source of income is the foundation for a successful and happy retirement. Our team specializes in developing income plans that last a lifetime.

Do you know how much risk is in your portfolio? Let us show you.

FREE RISK ASSESSMENT

BUSSENGER FINANCIAL GROUP OUR STORY

Learn more about our founder, Lisa Bussenger and her husband Terry, and why they have a passion for working with families to provide the solutions and answers most families have regarding every aspect of retirement planning.

"We believe in providing a customized financial plan for your Retirement".

Retirement Planning is not just about Investing and Growing your money; True Retirement Planning focuses on 6 key areas:



Income Planning

Learn More

Investment Mangement

Learn more


Elder Care Planning

Learn more

Healthcare Planning

Learn more


Legacy Planning

Learn more

Tax Planning Strategies

Learn more


Fill out the form below to receive a complimentary retirement strategy call!

Name
Email
Phone
Thank you! Oops!