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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Regardless of how you approach retirement, there are some things about it that might surprise you.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Don't let procrastination keep you from pursuing your financial dreams and goals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.