SERVICES

Unified Financial Planning

Our Core Focus – “Everyone Deserves a Unified Financial Plan”

Financial Planning a cash flow analysis, investment planning, retirement planning, estate planning, tax planning, and overall risk management. More importantly, a financial plan will help you achieve some peace of mind because you will feel confident that you have a plan to help manage your debt while saving enough to reach your short term and long term financial goals.

In order to create a Unified Financial Plan, we need to be able to see the big picture. This includes understanding your entire current financial situation. We begin our financial planning process with a thorough Financial Needs Analysis (FNA). The FNA takes a look at your overall financial situation including current assets, current debts, and expenses, along with a full risk assessment.

As Certified Financial Planners & Investment Advisors, with over 35 years of experience in the financial industry, we have carefully built a process that works time and time again. We understand that it takes a commitment to detail, service and ongoing education to keep up with the ever-changing financial world and earn the trust of our valued clients. It’s who we are.

The Buss Wheel™

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.

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.

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!

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!

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.

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!