Buckley Financial Planning groups its services into three core buckets:
- Financial Planning– Working together with you to construct and manage a financial plan that is designed to pursue your financial goals.
- Wealth Management– We build custom portfolios that center around our investment policy statement with your goals in mind. We personally evaluate multiple research reports and complete our own study of each investment vehicle we recommend.
- Concierge Family Services– Providing comprehensive financial service assistance for you and your family as you plan for the future.
- BFP Fact Sheet- This PDF provides comprehensive information on who we are, what we do and why you should partner with our firm.
Additionally, we are linked to a powerful network of support service providers that provide expert advice on legal, accounting and tax issues to best serve any client needs that may arise.