It is a gift when all goes as planned in life. But things often don’t go as planned. Either way, we are there for you.
It is a gift when all goes as planned in life. But things often don’t go as planned. Either way, we are there for you.
Planning for your financial future is an ongoing process. Times change, needs change, and so do your goals. We partner with you for the long term.
It’s important to understand you and your goals. We start by getting an accurate picture of how your personal and financial goals can align and get you where you want to go.
Once we discover your financial and life goals we are in a prime position to create a plan just for you. We tap into the resources of our team and strategic partnerships to build your financial future.
We understand that life happens — we are here when it does. Our plans are fluid, ever-evolving process that can change just like you. We provide resources so you understand how changes affect your plan.
BFP is your partner in financial planning for life. Our comprehensive planning services span tax planning, eldercare planning, insurance and benefits analysis, estate planning, social security and medicare planning, and charitable giving. Our mission is to point you in the right direction to your financial goals.
Investing can be a pivotal point in any financial plan and can help ensure long-term success. BFP works with our strategic partners to ensure you have access to the best and the brightest investment strategies.
We have strong relationships with strategic partners that allow us to tap into greater resources and key benefits to serve you best. Learn more about us
We partner with Buckingham Strategic Partners. Buckingham’s team of dedicated professionals are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies with a singular focus on maintaining an evidence-driven fiduciary approach that puts your interest first.
The Buckingham network is guided by both an Investment Policy Committee and Evidence-Driven Planning Committee. Buckingham’s planning strategists, tax professionals, portfolio managers, and investment research team work tirelessly to support every aspect of your plan. Their vigorous research, knowledge and scale help us to continually optimize your wealth strategy to your needs.
08.21.2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. Watch the Video
08.12.2024
The Social Security Administration is changing their log-in procedure in September. Everyone who signed up for a mySecurity account before September 2021 will need to log onto their accounts and switch to a Login.gov account. Read the Post
08.08.2024
This month we cover the evolving landscape of estate taxes and strategies you can begin implementing now to benefit the people and causes most important to you. We also provide our latest outlook for markets and the economy and share a few simple questions that can help investors make sense of the stock market. Read […]
