Broker Check

Tax Planning Strategies

  • Decrease Tax Exposure
  • Roth Conversions
  • Charitable Gifting
  • Tax Free Income Planning
  • On-Going Review and Adjustment
  • Review Tax Returns


Question: does your Advisor review your tax returns? if the answer is NO, we feel you should ask why not or consult with an Advisor who does.  

We have not found anyone who says to us, "I would like to pay more in Taxes".  Analyzing tax returns, looking for the best way to keep your money is what is important!  Bussenger Financial Group has partnered with several CPA's and Estate Planning Attorneys to make sure we always develop the correct strategy.