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 You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A letter of instructions provides additional and more personal information regarding your estate.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A few strategies that may help you prepare for the cost of higher education.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you explored all of your choices when it comes to managing your taxable income?
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.