Jon Buise

Background

About Jon Buise

As experienced financial advisors and planners, we focus on providing comprehensive retirement and investment management solutions to help clients achieve their goals. We are not market timers, but managers of risk who believe in asset allocation, superior customer service, counselling in life’s transitions, information and client guidance. If we are monitoring your portfolio, or helping in other financial matters, we may utilize various investment vehicles depending upon your specific goals, feelings about risk, and time horizon. Our goal is to listen and get to know as much as possible about you because your personal situation and concerns are important. This process helps us to identify appropriate actionable strategies for evaluating, preparing and implementing an integrated retirement, savings, or wealth management plan. Clients benefit from this approach because we strive to simplify things while finding the best solutions based on their personal needs. Our clients also recognize value when we coordinate interactions with their legal team when it comes to their wills, estate preservation plan, and matters of survivorship. When their CPA or tax preparer calls, we’re available to provide information to streamline that process. And lastly, throughout the year, the Buise group provides on-going account reviews, reporting, coaching and interactive communication with our clients. We appreciate our clients’ trust and confidence, and understand that their family’s financial picture, goals and plans are confidential. Thank you for the opportunity to be of service to you and to the people who are important in your life. Your feedback is always encouraged.