Retirement Reports

Not all client scenarios are the same – the proprietary software reports and financial analysis provided by our strategic partners, including CFPs, helps ensure we have the tools to craft a strategy that meets your specific needs while planning for retirement in Wausau, WI.


Wausua WI Buska Retirement Solutions Social Security Maximization

Social Security Maximization

The Social Security Maximization Report analyzes possible filing strategies, examines multiple opportunities, and helps determine an optimal solution. It provides a retirement roadmap with dates and instructions to help optimize your Social Security income.

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Wausua WI Buska Retirement Solutions Financial Overview

Financial Overview

The Financial Overview report is used to summarize your asset information, income sources, and goals. This report serves as a baseline to build many of the other reports offered.

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Wausua WI Buska Retirement Solutions Color of Money

Color of Money

The Color of Money Report illustrates your risk exposure with your current assets, comparing your existing level of risk with your desired level of risk. Classifying assets based on level of risk is a component of your overall retirement strategy.

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Wausua WI Buska Retirement Solutions Portfolio Analysis

Portfolio Analysis Review

Through our partnership with Gradient Investments, LLC, the proprietary Portfolio Analysis Review (PAR) process gives you a detailed breakdown and written analysis of your investment portfolio. The PAR process uses numerous tools to assess your investments and help you understand the possible risks and rewards of your current financial situation.

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Wausua WI Buska Retirement Solutions Morningstar

Morningstar Report

Morningstar, one of the largest third-party rating agencies in the country, offers an unbiased analysis of your current investments.

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Wausua WI Buska Retirement Solutions Retirement Compass

Retirement Compass

The Retirement Compass helps you chart your income planning destination. The report integrates multiple sources of income (including Social Security, pension and rental income) along with strategies to generate income from assets to help fulfill your goals throughout retirement.

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Wausua WI Buska Retirement Solutions Custom Annuity

Custom Annuity Policy Review

The Custom Annuity Policy Review looks at your current annuity to see if it still meets your needs, or if there is something that might be a better fit.

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Wausua WI Buska Retirement Solutions Custom Life

Custom Life Policy Review

The Custom Life Policy Review analyzes your current life insurance policy and helps determine if there may be a more suitable strategy available, and if so, provides possible options.

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Wausua WI Buska Retirement Solutions Action Plan

Action Plan

The Action Plan is a tool used to display your current accounts and can be used as a resource to provide additional feedback based on your risk tolerance.

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Office Hours


Monday
9:00am - 5:00pm


Tuesday
9:00am - 5:00pm


Wednesday
9:00am - 5:00pm


Thursday
9:00am - 5:00pm


Friday
9:00am - 4:00pm

Buska Retirement Solutions

1818 Grand Avenue
Wausau, WI 54403
Phone: (715) 355-4445
Toll-Free: (800) 236-3840
Fax: (715) 355-4445