Lisa Bussenger

President, Founder and Investment Advisor Representative

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 began working in the ‘retirement planning’ field in 1998 shortly after her father passed. She works with both individuals and families in the areas of Retirement and Estate Planning.

Her primary focus is to enhance, and ultimately preserve both her client’s wealth and their estates. Her ability to achieve strong business results in the face of changing economic times is a tribute to the resiliency of her thorough planning methods, ongoing education, and professional relationships with the top specialized advisors in the country!

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. This approach is something you probably have not seen before and shows the experience each person will share with Lisa.

With many years of experience, knowledge, and dedication, Lisa is a skilled financial professional who utilizes the latest estate planning and investment techniques to design and implement personalized strategies that can help to reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs. Lisa specializes in retirement income planning and 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 for 35 years 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.