It’s been 11 years since we choose to let the Bussenger Group handle our financial holdings. We made the right choice!! Since then, we moved to AZ for the winters and made that our home state. We return to IL for 3-4 months in the Summer. Our home of residence is AZ. This has not made any difference in Lisa and Terry Bussenger handling our accounts. Their concern for our financial health and retirement has been the BEST!!
Back in 2008 we had our investments with Merrill Lynch and had been with them for over 30 years. But, in retirement (2002) they did not recognize a need for us to change to a less risk position. This played big in 2008 when the market took a big hit as did our holdings. We were paying them fees in a loosing market. We wanted a safer direction for our position in life. Talked to them about a goal of 80% safe and 20% risk. They could not take us there, even moving some investments to low risk that still played in the market but at our low-risk goals. And these moves were in companies they dealt with. We started looking and attending presentations by many groups. Lisa Bussenger made the most sense, so we set up a meeting to review our finances, goals and needs. A plan was presented to us that met our 80/20 goal. Lisa handled all the transitions from Merrill Lynch and the money was moved into investments that were safe for people in our 70’s. Adjustments have been made as needed over the 11 years to insure our goals were met. We watch our holdings grow every year and with less risk. Also, sleep better at night.
Lisa’s suggestions and direction have been right on. We are in control, but Lisa gives us direction. We made the right move back in 2010.