Planning for your financial future is an ongoing process. Times change, needs change, and so do your goals. BFP is your partner in financial planning for life. Our planning services span simple cash flow and budgeting to advanced estate planning. Our mission is to point you in the right direction to your financial goals.
How We Help
A Proven Process
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.
1
Design
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.
2
Build
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.
3
Protect
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.
Our process ensures
A comprehensive financial plan that addresses your long-term goals, objectives, and values.
An expected time horizon for investments, based on the plan in motion.
A definition of different levels of risk, including confirmation of your level of risk tolerance.
Monitoring & reporting to ensure that your investments reflect current market opportunities.
We offer the following planning services:
Retirement Planning
Investment Planning
Tax Planning
Estate Planning & Settlement
Elder Care Planning
Charitable Planning Strategies
Insurance Analysis
Cash Flow & Budgeting
Employee Benefits Analysis
Social Security & Medicare Planning
Investment Planning
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.
Our evidence based approach is rooted in real-world results.
We leverage investment philosophy based on decades of data and built by leading financial academics.
Your plan is matched to you. Risk levels and tax efficient strategies help maximize results.
The Latest Resources
04.05.2024
April 2024 Monthly Buckingham Commentary
The monthly Market commentary from Buckingham Strategic Partner’s Chief Investment Officer Kevin Grogan, CFA, CFP®. Read the Commentary
04.03.2024
April, 2024 Burnette Financial Planning Newsletter
This month we’re helping to answer your questions about this year’s presidential election and the possible impact on your financial plan and the wisdom of global diversification. Read the Newsletter.
03.11.2024
March 2024 Newsletter
This month we’re talking the “personal” in “personal finance”. We discuss how you can align your financial plan with your values and life changes – including welcoming a new family member! Read the Newsletter
