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
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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How long does a $20 bill last?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.