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.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
An inside look at how marginal income tax brackets work.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learning more about gold, and its history, may help you answer that question.
Do you have causes that you want to support with donations? Here's three tips.