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Roger B

CFP®, ChFC®, Series 63

Castle Rock, CO

Buswell Associates, Inc.

Roger Buswell is the principal advisor at Buswell Associates, Inc. in Castle Rock, CO, holding the CFP®, ChFC®, and Series 63 designations with 27 years of industry experience. He has operated his firm since 1995 and has been associated with Guardian Life Insurance Company since 1983. Buswell is also an insurance agency owner and licensed insurance agent. Buswell Associates, Inc. provides comprehensive financial planning, investment management, and retirement-plan consulting for individuals and employer-sponsored plans. The firm constructs diversified portfolios primarily using mutual funds and occasionally annuity contracts, guided by client volatility tolerance and long-term horizons, and offers insurance-related services alongside its advisory work.

Annuities Retirement plans for business owners (SEP, solo 401k)
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