Financial Planning integrates your resources with your goals and objectives to provide direction and discipline. Without direction and discipline, people typically make impulsive or random decisions.
We work with you to set realistic goals, identify key financial issues, and prepare a list of strategies to achieve those goals. After a plan is established, your BFG team will help you implement it. You will then meet periodically with your advisor to review your plan and make any adjustments needed to reach your goals.
As your team of professionals, we work with you to review your current financial situation, short and long-term objectives, and risk tolerance. In doing so we can address, in an integrated fashion, your estate planning and wealth transfer issues, tax planning, and philanthropic interests. This analysis serves as the basis for the development and ongoing review of comprehensive strategic financial objectives.
At Buckingham Financial Group, Inc. planning is a process not a product.