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Retirement Planning in Wausau, WI

Together, we will traverse the five-step retirement planning process, in Wausau, WI that incorporates three hallmarks of our company – fiduciary, transparency, and technology. You will be confident knowing you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies.

About Us

What to Expect

Trusted Clients

Books Published

Weekly TV/Radio Shows

Buska Retirement Solutions Testimonials

Renee
3 weeks ago

Cole has been excellent to work with. He explains things in a way that are understandable. He understands my goals I feel very confident that with his help I can achieve them. They have been proactive during this crazy year hopefully safeguarding funds and again with good communication. I feel very confident working with him and his staff, customer service is excellent! Thank you!

Marney
2 weeks ago

In the recent past, I left my former advisor and moved my account to Buska Retirement Solutions, Inc. I met with Cole initially and he has been my trusted advisor ever since. I was just beginning a building project too and he guided me fully through the process, even calling me back in a timely manner when I had questions.

The investment environment is challenging right now, but I feel extremely confident that Cole will guide me to living my best life during my retirement.

Rebecca
1 week ago

My husband and I highly recommend Buska Retirement Solutions if you are looking for a good financial planner. They were very easy to work with! Listened to our concerns and provided great plans and were very educational in developing our plan for the future. We feel very confident for the future as we enter retirement!

Charlene
1 month ago

Five stars for the entire Buska team. They have been very professional, courteous and supportive. After my husband passed away I had a lot of anxiety surrounding my finances. Cole Bruner and his team are experts in retirement solutions and they put various options out on the table for me, explained concepts very well, helped me with difficult 401K rollover paperwork and made me feel at ease. I would highly recommend Buska Retirement Solutions!

Retirement Has Its Challenges

We're Here to Help You Find a Solution

We are a full-service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.

We've assisted thousands of people in reducing their taxes, especially on Social Security, increasing their monthly income, as well as growing and preserving their retirement “nest egg” they worked so hard to accumulate. We are able to address issues that may affect seniors during their retirement years, whether it’s nursing home protection, earning an income they won't outlive*, or investment management strategies.

*Guarantees based on claims paying ability of issuing carrier.

Retirement Income & Insurance Solutions

As an independent insurance firm, we find the best rates and products to fit your specific needs.

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Health Insurance & Medicare Plans

We address your retirement health needs and concerns by crafting a comprehensive health care strategy.

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Investment Management

As fiduciaries, we provide customized solutions to help you achieve your long-term financial goals.

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Estate Plans

We can help you leave a legacy and preserve family harmony, regardless of the size of your estate.

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Employer-Sponsored Retirement Plans

We always keep you and your plan participants' best interests in mind when making investment decisions.

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Tax Strategies & Preparation

We file both personal and business tax returns – maximizing your credits and minimizing your worries.

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DON’T SIMPLY RETIRE
FROM SOMETHING, HAVE
SOMETHING TO RETIRE TO.

Harry Emerson Fosdick

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Complimentary Consultation

In the Media

Financially
Speaking
Radio Show

Saturdays 7:30 am
WOGO 680 AM
103.1 FM
Eau Claire

Sundays 7:00 am
WSAU 550 AM
95.1 FM
99.9 FM
Wausau

Listen

Financially
Speaking
TV Show

Sundays 9:30 am
WEAU Channel 13
Eau Claire

Sundays 10:00 am
WAOW Channel 9
Wausau

Sundays 10:30 am
WSAW Channel 7
Wausau

Watch

Ready, Set,
Retire!
Book

Do you ever wish you had an owner’s manual to help plan for retirement? Well, now you do. Request your complimentary copy today.

Read the Book

Retirement Planning Wausau WI Golden Rules of Finance Book

Golden Rules of Finance for the Golden Years
Book

You’ve worked hard all your life to save money for your retirement. You deserve to spend your golden years on your terms, but living out your dream retirement depends on more than just saving.

Read the Book

5-Step

Retirement Planning System

From increased market volatility and historically low-interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.

1. Selecting a Financial Services Professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.

2. Fact and Feeling Finding

Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.

3. Retirement Planning

Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution.

4. Solutions and Executing

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies. This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.

5. Ongoing Relationships

Step five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault, RFID Data Blocker cards, ByAllAccounts and Wealth Watch. When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.

Have Concerns About Retirement?

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Call (715) 355-4445

community outreach program

Buska Gives Back

Buska Gives Back is our community outreach program made possible through our partnership with Gradient Gives Back Foundation, a non-profit organization. We invite Americans who have fallen on hard times to connect with us for an opportunity to be awarded six months of housing payments.

Learn More

Apply Now

Our Past, Our Present, Your Future

Helping to Light Your Retirement Path

Our Financially Speaking Blog provides insight into the retirement topics you care about most, including planning, lifestyle, travel, saving, health, and hobbies.

Should You Unretire?

December 2024

A perhaps surprising number of retirees end up going back to work, and it's sometimes for reasons that ...

You Don’t Need To Fear Retirement

December 2024

If the purpose of a headline is to grab your attention, a USA Today article, What do working ...

Dealing With A Credit Report Error

November 2024

While it can be scary to discover an error on your credit report, there are steps you can ...

Retirement Wausau WI When You Should Keep Your 401(k) With Your Former Employee

When You Should Keep Your 401(k) With Your Former Employer

November 2024

While rollovers are common, there are times when leaving your retirement account with your former employer may make ...

Retirement Wausau WI 4 Common Elder Scams

4 Common Elder Scams: How To Stay Safe & Fight Back

October 2024

By Devin Kropp Elder fraud continues to be a growing problem with millions falling victim to a scam ...

Retirement Wausau WI Medifare Has Made Some Big Changes

Medicare Has Made Some Big Changes

October 2024

If you're a caregiver or if you anticipate you may become one, Medicare has made changes you should ...