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Retirement Planning is not that hard MAY 2018 FIXED RATES MEET THE TEAM & CONNECT WITH US WE CAN PUT YOU ON THE RIGHT PATH

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


Electing Social Security

Tax "Forward" Planning

Income Planning

Strategic Tax Reduction 

LTC Planning

Legacy Planning

Overall Retirement Planning


"We believe in providing customized financial solutions and a blueprint for your Retirement".

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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.

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The 5 biggest Retirement and Tax Strategies to be aware of in 2018

The 5 biggest Retirement and Tax Strategies to be aware of in 2018  

The 5 biggest Retirement and Tax Strategies to be aware of in 2018  

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



Income Planning

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Investment Mangement

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Elder Care Planning

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Healthcare Planning

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Legacy Planning

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Tax Planning Strategies

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