Financial Planning Services

Financial Planning Focused on you

From tax planning to retirement planning – we’re here for you.

Finanical advisors within reach

With our access to financial planning resources and professionals from our sister company, E.A. Buck Financial Services, we’re able to connect you with services beyond our ongoing accounting and tax preparation services.

The financial professionals at E.A. Buck Financial Services can help you map out your retirement goals and financial goals.

Financial Planning Services

At E.A. Buck Financial Services, you have teams of financial professionals with many years of experience in tax planning and financial planning – all working towards solutions specific to you and your particular goals.

We’re here to help with:

Retirement Planning

Modern-day tax-efficient strategies specific to you

Tax Planning

Tax-efficient strategies to efficiently manage taxes

Wealth Management

Personalized care focused on your goals

Estate Planning

Tax-efficient planning for what’s most important to you

Social Security

Planning to help potentially maximize your benefits

Life Insurance

Planning for you now and into the future

Get to know some of our advisors

Ask us anything!

Please complete the form if you have any questions or would like to schedule a meeting. We will contact you shortly!

By submitting your personal information, you consent to be contacted by E.A. Buck Financial Services regarding your financial strategy for retirement.

E.A Buck Financial Services offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. Securities are offered through Madison Avenue Securities, LLC (MAS). Member FINRA and SIPC. Neither E.A. Buck Financial Services nor its agents or representatives may give tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Insurance offered by E.A. Buck Financial Services is not affiliated with AEWM or MAS. All tax and accounting services are offered exclusively through E.A. Buck Accounting and Tax Services and are not affiliated with AEWM or MAS.
E.A. Buck Financial Services and E.A. Buck Accounting and Tax Services receive financial compensation for referrals. E.A. Buck Accounting and Tax Services are not clients of E.A. Buck Financial Services, they do provide referrals to E.A. Buck Financial Services, for this they are compensated in the form of cash and incentive trips, they do not provide referrals to other tax or accounting firms.