Who We Help

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.

Learn more about who we help

Who We Help

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.

Learn more about who 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.

Supporting your goals with a host of financial services

Comprehensive Financial Planning

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.

More Planning Services

Investment Advisory & Management

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.

About Our Approach

We are proud of our history of service to our clients and community.

We are proud of our history of service to our clients and community.

Small but mighty. We are dedicated to your success.

Small but mighty. We are dedicated to your success.

We work for you. Fee only, fiduciary asset management.

We work for you. Fee only, fiduciary asset management.

Partnerships for your success

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.

The Latest Resources

February Buckingham Market Commentary

Buckingham’s commentary on the SEC’s recent, “begrudgingly” approval of bitcoin ETFs. Read Commentary

Burnette Financial Planning February 2024 Newsletter

We are kicking off February with our outlook on the economy and interest rates, a look back at the investment lessons we learned from 2023, and the value of teaching your little ones about family and money. Read Newsletter

January 2024 Monthly Market Commentary from Buckingham

At their December 13 meeting, Federal Reserve policymakers sent a stronger signal that they will be cutting the fed funds target range from its current level of 5.25%-5.50%. The Federal Open Market Committee’s Summary of Economic Projections median estimate was for three 0.25% rate cuts over the course of this year, bringing the target range to 4.50%-4.75%. […]

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