“At Buckingham Financial Group, planning is a process, not a product.”
– Jay A. Buckingham, CFP®
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.
When do you need us?
- Planning for Retirement
- Tax Strategies
- Cash Flow During Retirement
- Family Wealth Transfer
- Rollovers from Employer Plans
- Saving for College
- Marriage/Divorce
- Inherited Wealth
- Estate Planning
- Mortgage Analysis
- Insurance Strategies
- Wealth Strategies for Women
