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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.

Sincerely,

Fred O. Buckley, CHFC
Sean M. Buckley, CFP®

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Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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