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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
It's important to understand how inflation is reported and how it can affect investments.
An inside look at how marginal income tax brackets work.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learning more about gold, and its history, may help you answer that question.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
Recent changes in estate tax laws could affect the strategy you have in place.