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®
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
To choose a plan, it’s important to ask yourself four key questions.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that home, you invested that money?
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?