BUILT TO LAST
FROM CONFUSION TO CONFIDENCE:
THE RETIRE WELL GUIDE TO A CONNECTED RETIREMENT.
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Kevin Bucher co-founded Citizen Advisory Group in 2006 to help area residents map out and implement successful retirement plans. Kevin is an Investment Advisor Representative under Advisory Alpha—a SEC Registered Investment Advisor—and he has a life and health insurance license in Ohio.
Kevin has earned the Retirement Income Certified Professional (RICP®) designation through the American College.
In college, Kevin was a varsity letter holder for the University of Toledo wrestling team, where he earned a Bachelor’s Degree in Education (Mathematics). He is a former high school math teacher in the Toledo Public School system, and he coached high school wrestling in Northwest Ohio for 15 years.
Kevin resides in Whitehouse, Ohio, with his wife, Heather, and their Goldendoodle, Zeke.
Kevin Bucher, RICP®
CO-FOUNDER
As Co-Founder of Citizen Advisory Group, Jeff Bucher is committed to helping area residents retire with confidence.
Jeff’s work in the financial service industry has been award-winning. He is a ten-time Million Dollar Round Table Top of the Table recipient. In 2016, Retirement Advisor Magazine named Jeff their National Retirement Advisor of the Year.
Jeff has been invited as a guest on local and national media outlets, appearing on ABC, NBC, Fox, CBS, and Fox Business.
Jeff was a standout wrestler at The Ohio State University, where he earned an athletic scholarship and honed his leadership skills en route to receiving four varsity letters. A lifelong resident of Northwest Ohio, Jeff has been very active in local charitable organizations. His work resulted in CAG being named on the National Charitable Champion list by Invest in Others, a nonprofit firm dedicated to recognizing the philanthropic efforts of financial service providers.
Jeff resides in Perrysburg, Ohio, with his wife, Sarah, two children, and two miniature schnauzers. He enjoys cooking on his smoker, golfing, reading, and following the Detroit Tigers in his spare time.
JEFF Bucher
CO-FOUNDER
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Tax preparation, Insurance, coaching, and education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha, LLC. While tax and legal issues may be discussed in the general course of financial and investment planning, Advisory Alpha does not provide tax or legal services. Please consult with your tax or legal professional prior to making decisions relative to these issues.
The third parties mentioned herein, Citizen Advisory Group, and Advisory Alpha, LLC are independent entities and are not legally affiliated.
The views expressed in this book represent the personal experience of Kevin Bucher and Jeff Bucher and no other person or entity. Kevin Bucher and Jeff Bucher’s contributions to this publication should not be construed as financial advice.
Any and all statements of purported or observed general practices of non-affiliated firms and advisors, or conditions of the broad financial services industry, are solely the opinions of the advisor and are not intended to be offered as factual. The validity of these statements has not been verified, and as such, no representations of their validity are made.
The information presented is hypothetical and for illustrative purposes only and should not be used as the primary basis for an investment decision. Please consult a financial advisor to discuss your individual situation prior to making any investment decision.
When you access any links described herein, you assume total responsibility for your use of the website you are accessing. We make no representation as to the completeness or accuracy of information provided at this website. We are not responsible for any liability or consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products each year to continue membership. MDRT membership requirements include the payment of annual dues equal to $600 USD, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jeff Bucher is stated or implied. MDRT and Advisory Alpha are not affiliated. Top of the Table is an additional membership organization within MDRT. All Top of the Table ratings are date stamped at the time the rating was given. Any Top of the Table ratings, with respect to Jeff Bucher, are only deemed to be an accurate representation of his membership status for the calendar year in which the Top of the Table rating is date stamped and is in no way deemed to be an accurate representation of his current membership status. The calendar years in which Jeff Bucher had an active membership status, with regards to the Top of the Table ratings, includes 2011-2024. In addition to MDRT membership, qualifying criteria for membership includes attaining a higher level of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. In addition to fulfilling MDRT membership requirements, Top of the Table membership requirements include payment of additional annual dues equal to $600 USD. For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/. Retirement Advisor provides issuance of ratings in the ordinary course of business through its Advisor of the Year award program. All third-party ratings are date stamped at the time the rating was given, and if dated prior to or after 2016 may not reflect Jeff Bucher’s current offerings or services. Jeff Bucher is the CEO of Citizen Advisory Group but no longer provides investment advice to individual clients, and is therefore not a licensed investment advisor representative of Advisory Alpha, LLC. No compensation was provided directly or indirectly in connection with obtaining or using the third-party rating. Invest in Others provides issuance of ratings in the ordinary course of business through its Charitable Champions award program. All third party ratings are date stamped at the time the rating was given, and if dated prior to or after 2019 may not reflect Citizen Advisory Group’s current offerings or services. No compensation was provided directly or indirectly in connection with obtaining or using the third-party rating.