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®
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A quick look at how federal income taxes work.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Ascertaining the value of your business is important for a variety of reasons.
What can be learned from the savings rate?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
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.
What if instead of buying that home, you invested that money?