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

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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