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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Life and Death of a \$20 Bill
How long does a $20 bill last?
How Income Taxes Work
A quick look at how federal income taxes work.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
However exciting retiring abroad may sound, it deserves considerable planning.
The uncertainties we face in retirement can erode our sense of confidence.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the potential capital gains taxes due on your transactions.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
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.
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
$1 million in a diversified portfolio could help finance part of your retirement.