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

Buckingham Strategic Partners June Market Commentary

Inflation has been a significant topic in 2024, as markets continue to try to get a read on the economic data and what it may imply for future changes in monetary policy by the Federal Reserve. Read the Commentary

June 2024 Burnette Financial Planning Newsletter

This month dispel the top myths about budgeting that often get in the way of savings goals. We also talk through hiring a professional to manage your trust. Read the Newsletter

May’s Monthly Commentary from Buckingham’s Chief Investment Officer

This month’s commentary will provide perspective on six market topics: U.S. vs International equity performance, the Magnificent Seven, Monetary Policy, Economic Growth, Inflation and Jobs. Read the Commentary

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