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ATTENTION BABY BOOMERS & GEN XERS

PLAN TO RETIRE TOOLKIT REVEALS:

“The Ultimate Guide to Retirement Success”

FEATURED ON:

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If you’re ready to have clarity and thrive in your retirement, then you’ve come to the right place.

My FREE Book, "Plan to Retire," is your guide to retirement success, from accumulating wealth, to persevering through the tough times, all the way to distribution of the funds.
 
Best of all, I’m going to send everything to you 100% FREE – just fill in the form below and click the “Send Them Now” button -– we’ll ship it out to you immediately!

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ABOUT THE AUTHOR:

lisa

LISA BUSSENGER

Lisa takes pride in being a part of her client’s dreams – at all levels of their lifespan and business cycle. Her desire to help others is very personal, as she herself has experienced firsthand the difficulties of family challenges and unknowns. Lisa’s father passed away from ‘early’ Alzheimer’s disease without future planning in place for his loved ones. The family faced and overcame the situation, but it sparked a mission in Lisa’s heart. She felt it was important to help other families plan for the uncertainties in life and be better prepared than her family was.

 

Lisa helps clients adjust, reshape financial priorities, and design financial blueprints to move ahead safely in retirement. Guaranteed income and a well-balanced ‘true diversified’ portfolio is the foundation of the business practice. 

 

Lisa also holds her series 65 License which requires her to be a ‘fiduciary’ to her clients, which means she must provide solutions that are in her clients ‘best interest’. Lisa has been educated as a Master Elite IRA Advisor; by Ed Slott and Company. Ed Slott is Wall Street Journal’s #1 Resource for IRA’s. 

 

Lisa has been married to her husband and business partner, Terry since 1986 and they have three wonderful children, Kyle, Nicole and Brock. Lisa enjoys entertaining in her home, boating, traveling with family and friends and keeping up with their Yellow Lab, named Payton.

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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 information 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.


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