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
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
It sounds simple, but paying yourself first can really pay off.
Tax preparation may be the perfect time to give the household budget a check-up.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Recent changes in estate tax laws could affect the strategy you have in place.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold, and its history, may help you answer that question.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.