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™

Welker and Associates Trustees in Bankruptcy

For me, business is about the bottom line. I want my profits high, costs low and save tax whenever possible. With the help of Buss Financial Group, I now have a Health Care Spending Account making the most of my after tax dollars.

Forever Homes

Like many small business owners, I tossed around the idea of employee benefits for a long time, but found it costly and time consuming.  Tammy understood.  She’s been there too. The difference is that she specializes in small business benefits.  Tammy customized a plan that is both flexible and cost effective.

Dowler-Karn Limited

Our partnership with Buss Financial has spanned many years. They have been a great source of help & support to our employees and our organization. The great staff at Buss Financial have certainly made our job easier!

Medpoint Health Care Centre

Retaining good employees is important to me, but as a small business it’s sometimes difficult to compete with the large corporations when it comes to employee benefits. Tammy showed me options that made it possible. Thank you.

Lubnow Restorations

We’ve tried benefits in the past, but just couldn’t keep the cost under control. Tammy showed us how a Health Care Spending Account could change all that.