We are a team of professionals that blend years of experience in unique portfolio management with youth and energy that allows us to stay on top of today’s ever-changing technology. We are committed to keeping you informed by maintaining personal contact and attention to your portfolio. We also provide technology that enables you to have a comprehensive view of all of your assets, held with BFP and elsewhere, so that you may have a snapshot of your complete portfolio at any moment. We are fee-based advisors that holistically manage your financial situation with your personal goals in mind.
Fred O. Buckley, CHFC
Sean M. Buckley, CFP®
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
These food myths will really put a drain on your wallet.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding the economy's cycles can help put current business conditions in better perspective.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When should you take your Social Security benefit?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?