Retirement always intrigued Jeff Bucher because he watched many in his family navigate their golden years. He noticed that some had no worries and some struggled financially. His great-grandfather and great-grand- mother lived the retirement journey many strive for.
His great-grandfather lived to the age of 101 and was active throughout. He
planned his retirement wisely and was able to live freely and give to others the entire
time. This — along with a conference visit several years ago — inspired Jeff to assist
others on their journey so they could enjoy the spoils of their hard work like he did.
In 2006, Jeff convinced his brother Kevin to quit his high school teaching posi-
tion and start Citizen Advisory Group. They became a full service firm handling
what they call the six checkpoints of retirement (income, investments, tax planning,
health care, long-term care, and legacy planning).
Calling it an early success would be an understatement. In 2015 Citizen Advisory
Group earned total sales of close to $32 million.
By Kristen Beckman and Emily Holbrook