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SERVICES

Estate Planning

Estate planning is an important part of the financial planning process, especially if your estate involves significant assets or complex issues. Proper estate planning can reduce the taxes and expenses of your estate, and assist in making the transfer of assets easier and quicker all while protecting your beneficiaries.

From a tax perspective, your estate planning objectives should include:


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Estate preservation

Minimizing and deferring tax on your estate.

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Tax Burden

Moving any tax burden to be paid only on the future sale of assets.

People Centred. Service Driven.

Estate planning is an ongoing process as your circumstances, needs and wishes change. Regardless of your age, the use of estate planning in conjunction with your Will, is an essential element of life planning. There are different stages of life, and consequently, certain issues may arise that require different estate planning strategies.

Kent U.

Working with Buss Financial Group has been outstanding! They have helped us financially plan for the arrival of our daughter. This has really helped put our minds at ease that finances will not be a stress all the while helping us continue to work toward our other financial goals! We can really thank Buss Financial Group and their staff for the caring support as we continue to plan for our growing family’s future!

Lori D.

My husband and I recently moved all our investments to Buss Financial. Tyler has been exceptional to work with. He explains investment strategies and answers questions thoroughly, yet in a simple to understand way that is interesting. This business is well organized, electronic signatures are sent in a timely fashion, and updates are communicated clearly and promptly. I am very impressed with my experience with Tyler and the entire team at Buss Financial. I highly recommend their services to anyone looking for professional advice and a relationship with the same people, which you cannot find often in the transient world of investments, where advisors can often change, especially at banks.

Karen E.

Tammy and her team give the highest professional investment and money management advice I’ve ever experienced over the years. I wouldn’t have the financial freedom I now have without them. Thank you for all you do Buss Financial Group!

Ronald Y.

Buss Financial is a great place for all your financial needs. My wife and I have been going to them for years and always receive an excellent customer experience. The business is built with strong leadership and culture and their team members are amazing. They help us invest, save and plan.

Liz M.

If you are new to investing for your future or if you are closer to retirement I highly recommend Buss Financial. It is so nice to deal with a company that cares about not only our investments but in us!! They are friendly, knowledgeable and listen to what your goals are so you can achieve them! Can’t say enough about them. They are awesome!

Craig L.

Everyone at Buss Financial has been exceptionally helpful in organizing our family finances and estate planning. A complete look at the existing situation and thoughtful dialogue to understand future goals helped facilitate a simple and comprehensive financial plan.