Kevin and Jeff Bucher are brothers with strong determination and a history of family tradition. Before beginning a career in financial services, they worked for their father, who owned a construction company. While that season taught them a lot about work ethic, they knew they wanted a more sustainable way to build the life they envisioned for the long term. The two began grassroots style, knocking on doors, grinding daily to build clientele in the insurance sector. Before long, Kevin and Jeff transitioned to holistic advisors and launched their independent practice, Citizen Advisory Group.
The Buchers quickly realized that while they built financial plans, what they really did was help enrich their client’s lifestyles. With that in mind, they continued to build Citizen Advisory Group by purchasing a tax practice for tax planning, a healthcare business for healthcare planning, and a property and casualty business for auto, home, and term life insurance.
They saw value in their work because it cultivated better lives for their clients. Kevin and Jeff then incorporated a social lifestyle element into their approach, fostering a community among their retired clients to promote continued activity and engagement.
Truly Altruistic, The Bucher brothers have taken their history of work ethic and family tradition to impact the lives of people in their community. They have gone above and beyond in their business, offering a social and wellness component to their practice because they understand the importance of experiencing life to the fullest. At Citizen Advisory Group, we believe that freedom is not just about the numbers. It’s about enjoying all that life has to offer and experiencing life how you want to.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Tax services offered through CAG Tax. Advisory Alpha, LLC, Citizen Advisory Group, Foresight Insurance, LLC and CAG Tax are separate entities. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 2024 Citizen Advisory Group LLC. All Rights Reserved.