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
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the potential capital gains taxes due on your transactions.
Doubling Your Money
This calculator demonstrates the power of compound interest.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
There are things about Social Security that might surprise you.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Knowing the rules may help you decide when to start benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save 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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
$1 million in a diversified portfolio could help finance part of your retirement.
Your credit score is a vital part of your financial health. Understand how it works.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
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.