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®
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Income Taxes Work
A quick look at how federal income taxes work.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Gaining a better understanding of municipal bonds makes more sense than ever.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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 calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Here are five facts about Social Security that might surprise you.