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    Kusske Financial

    Services

    When developing your customized financial program, Kusske Financial, Inc walks you through a prudent, step-by-step process designed to help you feel confident in your financial decisions.

    Once your goals are established, appropriate strategies in line with your vision and objectives are put in place. The team at Kusske Financial will help you execute a sound financial program.

    Retirement Planning

    • Determine how much you may need to save to retire comfortably
    • Make the most of your employer-sponsored retirement plans and IRAs
    • Manage assets before and after retirement
    • Create an income stream from your resources by analyzing investment, Social Security, and pension options

    Investment Planning

    • Determine your asset allocation needs
    • Help you understand risk
    • Recommend the appropriate investment vehicles aimed at helping you reach your goals

    Long-Term Care and Life Insurance

    • Review existing insurance policies and recommend changes when appropriate
    • Find the best policy for your situation
    • Offer ways for others to manage your care rather than provide your care

    Education Funding

    • Recommend investment and accumulation strategies aimed at helping pay for your children’s or grandchildren’s education

    Estate Planning

    • Review your durable power of attorney, health care directives, wills, and trusts
    • Help preserve your estate for your intended heirs
    • Help with beneficiary designations
    • Reduce exposure to estate taxes and probate costs
    • Coordinate with your tax and legal advisors

    Tax Planning

    Income tax preparation and filing services are provided at our office through KB Accounting & Tax here at our location. We offer in person and virtual appointments with Senior Tax Accountant Juanita Lexvold. Juanita has 16+ years of experience in preparing and reviewing individual and small business returns. She holds a BA in Accounting and will work with our advisors to ensure you are paying your fair share of taxes and not a bit more.

    Tax preparation starts at $250 and increases depending on the complexity and time put into the return. More complicated returns will be reviewed, and a fee quoted before work begins. We are offering a $50 discount to our Support and Premier Level Clients. If you would like more information on how to become a Support or Premier level client, please email Brooke at brooke@kusske.com

    Call our office at (952) 895-6963 to request a 2026 tax planner. We hope the added convenience of combining this service to those we already offer will be a great help.  Help us spread the word to your family and friends!  There is a $25 discount for all referrals.