Lisa Bussenger is President and founder of Bussenger Financial Group, LLC. She takes pride in being a part of her client’s dreams – at all levels of their lifespan.
Lisa holds her series 65 License which requires her to be a ‘fiduciary’ to her clients, which means she must provide solutions that are in her clients ‘best interest’. Lisa is educated as a Master Elite IRA Advisor by Ed Slott and Company. Ed Slott is Wall Street Journal’s #1 Resource for IRA’s. Lisa is an 8 year member of the Cary-Grove Chamber of Commerce. Lisa began working in the ‘retirement planning’ field in 1998 shortly after her father passed away from ‘early’ Alzheimer’s disease. She felt it was important to help other families plan for the uncertainties in life and be better prepared than her family was. She works with both individuals and families in the areas of Retirement and Estate Planning.
Her primary focus is to enhance, and ultimately preserve both her client’s wealth and their estates within each individual situation. Her ability to achieve strong business results in the face of changing economic times is a tribute to the resiliency of her thorough planning methods, and ongoing education, and professional relationships with the top advisors in the country! Lisa helps clients adjust and reshape financial priorities, and have a plan to move ahead safely in retirement. Peace of mind, income and a well balanced ‘true diversified’ portfolio is the foundation of the business practice; something you probably have not seen before.
With many years of experience, knowledge, and dedication, Lisa is a skilled financial professional who utilizes the latest estate planning and investment techniques to design and implement personalized strategies that can help to reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs.
Lisa and her husband Terry of 34 years, live in Cary, IL. They have three children, Kyle 30, Nicole 27, and Brock 25, along with a 8 year old Yellow Lab named Payton. In her spare time, Lisa enjoys entertaining in her home, boating, traveling.