Honolulu, HI – E.A. Buck Financial Services is a financial advice company based in Honolulu. The company was created to enable people of all income levels and backgrounds to start comprehensive financial planning. The company is a strong believer in the thought that every person should learn to make financial strategies, no matter their financial status.
The company has been in existence for close to 40 years and has helped more than 5,000 families. They provide goal-based planning, with no additional cost or obligation to meet a financial planner and discuss these goals.
The company’s financial planning services include:
Long Term Care
The company has a group of well-trained and experienced financial advisors who will work with customers to understand their needs and requirements and help them with their financial planning. In order to make financial planning easy for everyone, the company has come up with a simple planning process called the E.P.I.C planning, which can be customized for different people with different situations.
This process consists of 4 steps – Engage, Plan, Implement, and Connect.
In the first stage, Engage, the team will understand the user’s needs, do a risk analysis, and help the customer understand the company’s philosophies.
During the second stage, the user will have his/her first meeting with the Honolulu financial advisor, get a tax review and analysis done, and provide any other economic information that may be useful in the planning.
The third step involves addressing any potential problems with taxes, working towards bridging the retirement income gap, addressing any risks before it is late, and planning for college, in the case of students or parents.
Finally comes Connect, when the company will provide the user with updates on their current plan and how it may get affected by taxes in the future. It also involves setting up new goals based on the ever-changing financial conditions around them.
E.A. Buck conducts a number of seminars and workshops that people can attend to get a better understanding of financial planning and taxes. They also have a number of resources like articles, newsletters, videos, and calculators to help individuals figure out what they want to do with their finances.
The company not only helps individuals with their financial planning but also believes in giving back to the community. They have partnered with many non-profit organizations, community establishments, and community leaders with similar principles to make a difference in society. The company puts aside a portion of its revenues and donates it to local charitable programs that are focused on helping other people in times of need. The company also provides opportunities for volunteering with non-profit organizations to its associates in order to improve the community and initiate educational programs and initiatives.
E. A. Bucks Financial Services corporate office is located at 55 Merchant St., Ste. 2100 Honolulu, HI 96813. They can be contacted by phone at (888) 210-6567, or visit their website for more information.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 00805438 – 2/21
Company Name: E.A. Buck Financial Services
Contact Person: Daniel Chong
Email: Send Email
Phone: (888) 210-6567
Address:55 Merchant Street Suite 2100
Country: United States