Bussenger Financial Group
About
We are a Fiduciary and we meet individually with families to build their investment and retirement plans. We specialize in Guaranteeed Income Planning, Tax Planning, Healthcare Planning and maximizing their estate plans and legacy plans. We help with 401K, 403B, and 457 Rollovers.
We are independent so we can go out to the world of investments and products to create a well-balanced, diversified investment and retirement plan.
We are insurance licensed in over 20 states and Lisa of Bussenger Financial Group has her Series 65 License, which allows her to present investments and insurance products independently.
We enjoy seeing how our plans come to fruition when our clients need to tap into their investments for everyday life expenses, travel, gifts, charities, healthcare etc.
We also love reducing the risk of the hard earned money our clients have saved. Protecting them from unpredicted stock market declines or increased taxes is our passion and specialty!
You can find us at www.bussengerfinancialgroup.com as well as on Facebook at Bussenger Financial Group.
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Frequently asked questions
What is your typical process for working with a new customer?
What you can expect in our first meeting together is a comfortable conversation, learning about you and what is important to you and what may concern you. This meeting typically lasts 1 hour. At the end of the meeting, together we will decide if you want to move forward to a 2nd meeting where we will present to you your current situation and how we can assist improving on it. At the end of meeting 2 you will decide if you want to take any steps to move forward with us helping you. If you do, we will schedule our next meeting together to begin implementing and eliminating your concerns.
What education and/or training do you have that relates to your work?
I have been in the independent Financial Services Industry for over 20 years. I hold Life, Health and LTC Insurance License in over 20 states. I have been trained and educated by Ed Slott, the countries top CPA, for over 10 years. I hold my Series 65 license which allows us to bring institutiional investing platforms to our clients. We have a CFP on staff and maintain close relationships with Attorney's and CPA's right here in our office for the ease of services to our clients.