Tax Planning Strategies

Call Us Today! (224) 655.2426 | [email protected]

Call Us Today! (224) 655.2426
[email protected]

Tax Planning Strategiescasper2023-05-19T16:23:00+00:00

Decrease Tax Exposure
Roth Conversions
Charitable Gifting
Tax Free Income Planning
On-Going Review and Adjustment
Review Tax Returns

Question: does your Advisor review your tax returns? if the answer is NO, we feel you should ask why not or consult with an Advisor who does.

We have not found anyone who says to us, “I would like to pay more in Taxes”. Analyzing tax returns, looking for the best way to keep your money is what is important! Bussenger Financial Group has partnered with several CPA’s and Estate Planning Attorneys to make sure we always develop the correct strategy.

Bussenger Financial Group

Email: [email protected]
Address: 21925 Field Parkway Suite 205, Deer Park, IL 60010
Phone: 224-655-2426
Fax: 224-655-7995

Office Hours:
Monday – Friday
8:30 AM – 5:00 PM

Check the background of your financial professional on FINRA’s BrokerCheck

Bussenger Financial Group

Email: [email protected]
Address: 21925 Field Parkway Suite 205, Deer Park, IL 60010
Phone: 224-655-2426
Fax: 224-655-7995

Office Hours:
Monday – Friday
8:30 AM – 5:00 PM

Check the background of your financial professional on FINRA’s BrokerCheck

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 in6formation 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.