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.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here's a breakdown of how the federal government spends your tax money.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Knowing the rules may help you decide when to start benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Recent changes in estate tax laws could affect the strategy you have in place.
Learning more about gold, and its history, may help you answer that question.
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.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?