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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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.
How long does a $20 bill last?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are ways to improve your physical fitness without denting your fiscal fitness.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate the potential capital gains taxes due on your transactions.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment 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 nearly 1,200 ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.