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Financial Planning

Our Financial Planning model is to provide fee-based, independent advice from a team of financial professionals. This separates the cost from the product ensuring that our clients receive objective, thoughtful and honest advice. We always start with a holistic, comprehensive plan that is directly correlated with your unique financial objectives. Details of your financial plan may include:

  • Small Business Retirement Planning
  • Income Strategies During Retirement
  • Efficient and Practical Ways to Accumulate Savings 
  • Tax Efficient Investing
  • Evaluation of Company Stock Option Plans
  • 401K Investment Selections
  • Custom built portfolios with a cohesive objective based strategy

When working with Buckley Financial Planning, you can expect a proactive financial planning approach with quarterly personal contact, and semi-annual full reviews.  We are always a phone call or email away for all your upcoming financial decisions.