Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

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.

Sincerely,

Fred O. Buckley, CHFC
Sean M. Buckley, CFP®

 

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This questionnaire will help determine your tolerance for investment risk.

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Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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When do you need a will? The answer is easy: right now.

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With alternative investments, it’s critical to sort through the complexity.

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Have you explored all of your choices when it comes to managing your taxable income?

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