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
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A quick look at how federal income taxes work.
Is your estate in order? This short quiz may help you assess your overall strategy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Have you explored all of your choices when it comes to managing your taxable income?
There are nearly 1,200 ETFs available. Should you invest in them?
Recent changes in estate tax laws could affect the strategy you have in place.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.