Legacy Planning

Call Us Today! (224) 655.2426 | info@bussengerfg.com

Call Us Today! (224) 655.2426
info@bussengerfg.com

Legacy Planningcasper2023-05-21T13:29:33+00:00

Review Current Structure
Wills and Trusts
P.O.A and M.P.O.A Structures
Next Gen/ Heir Planning
Charitable Planning
Gifting Strategies
Develop Overall Plan
On- Going Review and Adjustment

Not too many people want to face the harsh reality of having to care for a loved one on their own. Bussenger Financial Group is proactive in having that conversation with you regarding your concerns and needs. We feel strongly that having a plan in place to address those needs and concerns is paramount. Lisa Bussenger had first hand experience helping her Mother take care of her Father, we can assist you too.

Bussenger Financial Group

Email: info@bussengerfg.com
Address: 21925 Field Parkway Suite 205, Deer Park, IL 60010
Phone: 224-655-2426
Fax: 224-655-7995

Office Hours:
Monday – Friday
8:30 AM – 5:00 PM

Check the background of your financial professional on FINRA’s BrokerCheck

Bussenger Financial Group

Email: info@bussengerfg.com
Address: 21925 Field Parkway Suite 205, Deer Park, IL 60010
Phone: 224-655-2426
Fax: 224-655-7995

Office Hours:
Monday – Friday
8:30 AM – 5:00 PM

Check the background of your financial professional on FINRA’s BrokerCheck

Bussenger Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Bussenger Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system The in6formation provided is for illustrative purposes only and estimates included are based on information supplied by the client. The recommendation may change based on a discussion with the client. This does not make any guarantees on the outcome of any recommendations made based upon the above information. The projections or other information generated by this report regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Legacy Planning

Bussenger Financial Group

Bussenger Financial Group

Check the background of your financial professional on FINRA’s BrokerCheck

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