Bussenger Financial Group

Bussenger Financial Group is a private wealth management investment company located in Cary, Illinois. Founded by Lisa Bussenger, a certified Investment Advisor, the company operates with a team of four employees and generates an annual revenue of $2.5 million. Bussenger Financial Group specializes in providing comprehensive financial and retirement planning services to clients in the northwest suburbs of Chicago. Their services encompass investment advisory, income planning, advanced tax planning, and estate planning. The company distinguishes itself by taking a proactive approach to financial planning, helping clients understand the long-term implications of their investment and financial decisions on their retirement income, tax liabilities, and overall financial well-being. Unlike many financial advisors who primarily focus on asset accumulation, Bussenger Financial Group emphasizes forward-thinking strategies to minimize future tax burdens, mitigate risks, and ensure a secure retirement and estate plan. They offer a complimentary, three-step review process, which allows clients to assess their financial needs and goals, evaluate existing strategies, and make informed decisions aligned with their long-term objectives. For individuals seeking personalized financial guidance and planning, Bussenger Financial Group can be contacted through their website at bussengerfinancialgroup.com.