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Helping Families navigate to and through Retirement SMALL BUSINESS OWNERS MEET THE TEAM & CONNECT WITH US WE CAN PUT YOU ON THE RIGHT PATH

YOUR PREMIER RETIREMENT PARTNER


We work hard to protect your money with low-risk investments, provide clarity in your retirement planning and become the trusted advisor you need to navigate your retirement journey.


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

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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 Cornerstones of Retirement Planning

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The 5 Cornerstones of Retirement Planning

Coming soon

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No need to hide...from Low Bank Interest Rates...  

Right Now!!!!!!!

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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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