CARY – Bussenger Insurance and Financial Services recently expanded its offices and moved to 855 Feinberg Ct., Suite 113, Cary.
Lisa Bussenger, president and founder, is a retirement income planning specialist and holds a Series 65 securities license which requires her to be a fiduciary to her clients and provide solutions that are in her clients’ best interest. She also is Master Elite IRA Advisor, and trained and endorsed by Ed Slott and Co., the Wall Street Journal’s No. 1 resource for IRAs.
Lisa began working in the retirement planning field in 1998 shortly after her father passed away from Alzheimer’s disease. She said she felt it was important to help other families plan for the uncertainties in life and be better prepared than her family was. She works with both individuals and families in the areas of retirement and estate planning.
Lisa and her husband, Terry, live in Cary with their three children
Terry Bussenger is a licensed insurance representative. He is a retirement income planning specialist and holds licenses in life, health and long-term care. He works with clients and prospects on strategies to safe guard their retirement nest egg as well as income replacement strategies.
For information on Bussenger Insurance call 847-516-8062 or visit www.bussengerinsurance.com.