Let's Take the First Step

Convenient locations in Wausau and Eau Claire

Ready to begin your journey? It all starts with a simple conversation. Whether you’re planning for retirement, looking for a second opinion, or just aren’t sure where to start, we’re here to help guide you through the process.

Ready to begin your journey? It all starts with a simple conversation. Whether you’re planning for retirement, looking for a second opinion, or just aren’t sure where to start, we’re here to help guide you through the process.

Here's How it Works

Your first step is to call our office or go online to schedule a brief 15-minute introductory call with Sandee, our Director of Client Development. 

During your conversation with Sandee, you’ll: 

  • Share a little about yourself and your financial goals.
  • Tell us what prompted you to reach out. 
  • Learn about our planning process and what to expect.
  • Have any initial questions answered.
  • Be matched with the Buska team member best suited to your needs and schedule your first meeting.
  • Share a little about yourself and your financial goals.
  • Tell us what prompted you to reach out.
  • Learn about our planning process and what to expect.
  • Have any initial questions answered.
  • Be matched with the Buska team member best suited to your needs and schedule your first meeting.

Meet Sandee

Every great relationship starts with getting to know one another. That’s why your first conversation is with Sandee, our Director of Client Development. 

For the past 13 years, Sandee has been helping individuals and families take their first step toward retirement with confidence. Rather than placing you into a generic process or assigning you to the next available advisor, she takes the time to understand your unique goals, concerns, and what you’re hoping to accomplish. 

By learning about your needs first, Sandee can connect you with the Buska team member who is the best fit for your situation. It’s a personalized approach that reflects what we believe: retirement planning isn’t one-size-fits-all, and neither are the relationships we build with our clients. 

Her goal is simple – to make sure your journey with Buska starts with the right conversation and the right team behind you.