WHAT DOES YOUR RETIREMENT PLAN LOOK LIKE?

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

Investment Planning

Investments that match what your goals are, from conservative to aggressive.

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

Generalized view of what and why Wills, Trusts, Power of Attorney are very important and the roles that they play.

Holistic Retirement Planning

Retirement Plans are complicated and involve many different parts, our Team takes pride in providing what will work for you.

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

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