We believe the foundations of a strong financial partnership are transparency, trust and performance.
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®
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This worksheet can help you estimate the costs of a four-year college program.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What can be learned from the savings rate?
For some, the social impact of investing is just as important as the return, perhaps more important.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.