FINANCIAL SERVICES

Get to know our financial process

Busch Capital Management THE FAMILY-TO-FAMILY FINANCIAL PROCESS

Retirement fundamentals, established values and forward-thinking strategies. Our family company is built upon decades of experience, and our team is always working ahead to strike the right balance between traditional and modern. Our goal is always to help you work through your financial concerns.

The Busch Family is here to help your family as you move toward retirement.

The Time to Talk

The Numbers to Know

The Commitment

READ MORE ABOUT OUR FULL MENU OF SERVICES

We offer financial services in both the public and private sectors, including federal employees.

Insurance products are offered through the insurance business JF BUSCH & ASSOCIATES LLC. Busch Capital Management is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by JF BUSCH & ASSOCIATES LLC are not subject to Investment Advisor requirements. AEWM and JF BUSCH & ASSOCIATES LLC are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.

Neither Busch Capital Management nor AEWM are affiliated with ProFeds. Neither Busch Capital Management, AEWM, or ProFeds are affiliated with or endorsed by the U.S. Government or any governmental agency.

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens - so we plan for that, too.

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income - or your legacy - than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.