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 DNA Test
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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principle or key employee.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Knowing the rules may help you decide when to start benefits.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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 some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here's three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?