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®
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding the economy's cycles can help put current business conditions in better perspective.
Being healthy not only makes you feel good, it may also help you financially.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.