Our Services

When developing a customized financial program, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
 
Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. The team at Kusske Financial Management will help you execute a sound financial program utilizing the following products and services that may be appropriate for your plan:
 
Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
 
Tax management
Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Working closely with your tax expert or if you do not have one, using our CPA who brings over 30 years of experience to our team.
 
Estate planning
Reviewing your durable power of Attorney, Health Care Directives, wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
 
Risk management
Reviewing existing insurance policies and recommending changes when appropriate. Finding the best policy for your situation. 
 
Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
 
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles aimed to help you reach and exceed your goals.