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
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's a breakdown of how the federal government spends your tax money.
To choose a plan, it’s important to ask yourself four key questions.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A change in your mindset during retirement may drive changes to your portfolio.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
With alternative investments, it’s critical to sort through the complexity.