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
How Income Taxes Work
A quick look at how federal income taxes work.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding how a stock works is key to understanding your investments.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learning more about gold, and its history, may help you answer that question.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.