We believe the foundations of a strong financial partnership are transparency, trust and performance.
The starting point for our investment strategy is a detailed planning process focused on getting your financial goals clear and outlining your total current financial position. From there, we are working together with you to plan and invest for sufficiency. That means having enough of the right financial assets available when you need them for however long you need them to meet your goals. Please look around our website, and if you have any questions or comments feel free to contact us.
Fred O. Buckley
Sean M. Buckley
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It sounds simple, but paying yourself first can really pay off.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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.
Is your estate in order? This short quiz may help you assess your overall strategy.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.