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
How Income Taxes Work
A quick look at how federal income taxes work.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing the rules may help you decide when to start benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It's important to understand how inflation is reported and how it can affect investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learning more about gold, and its history, may help you answer that question.
There are nearly 1,200 ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.