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.
09.11.2023
This month we turn the page on the calendar to September, and hopefully some cooler fall weather! While students return to school and summer travel winds down many of us start to think about the approaching holidays and celebrations with family. We believe it’s never too early to start end-of-year planning. Read the full newsletter
08.01.2023
We’ve reached the dog days of summer! Parents are ready for kids to get back to school, recent college graduates are settling in at new jobs. Speaking of graduates, you might have someone in your life going through this transition and needing some guidance on managing money for the first time. It’s important to have […]
07.12.2023
Although many economists predict a recession for 2023, the economy continues to be resilient. Several factors are keeping the economy in expansion mode — the strong labor market, strong consumer and corporate balance sheets and the stabilizing housing market — despite significant headwinds. In our Quarterly Outlook, we cover what’s contributed to growth in stocks, […]
