Bussenger Financial Group

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855 Feinberg Court, Suite #113Cary, IL 60013

Description

Bussenger Financial Group is a private wealth management investment company in Cary, Illinois serving the surrounding northwest suburbs of Chicago. Our founder, Lisa Bussenger, is an Investment Advisor who serves as a Fiduciary to Bussenger Financial Groups clients. Bussenger Financial Group has specialized expertise in financial and retirement planning, including: investment advisory services, income planning, advanced tax planning and estate planning.

Historically you may have made.. investment and financial decisions only to find out at a later point in time how those decisions affected your retirement planning. In fact, it is imperative to understand how our investment and financial decisions affect the income taxes we pay, the income we receive and the risk we are willing to bear. Surveys of affluent Americans consistently tell us that their major frustration is that financial advisors should be more proactive about future issues that might affect their financial well-being.

Most financial advisors focus only on accumulating assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and with your estate plan. We use investment strategies tailored to overcome the challenges we face in today’s turbulent economic times.

Our simple, free, no obligation 3 step review is a great way of helping you achieve your true needs and desires. We will also help you determine if your current strategies match up with your plans for today and for your future.

The wonderful benefit of our 3 step review is that it applies to any financial decision or concern you have, it helps you stop your money from falling through the cracks, and it assures that any major financial decision you make is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.

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Business details

Investments

  • Annuities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Tax-Exempt Securities

Services

  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Certified Estate Planner
  • Certified Financial Planner
  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 8:30am
  • 5:30pm
  • TUE
  • 8:30pm
  • 5:30pm
  • WED
  • 8:30pm
  • 5:30pm
  • THU
  • 8:30pm
  • 5:30pm
  • FRI
  • 8:30pm
  • 5:30pm
  • SAT
  • SUN

Payments Accepted

  • Personal Checks

Year Established

1998

Languages Spoken

  • English

Reviews

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