Kailua-Kona, Hawaii – E.A. Buck Financial Services is a company geared towards providing advice to individuals who are generally in the beginning phases of investing, preparing to retire, or seeking ways to pass on their estate to beneficiaries. Working with families of all income or investable asset values, they have helped thousands of families over four decades, to make reliable and confident decisions through all stages of life about their money and spending habits in Kailua-Kona, Hawaii.
Learning about the main preferences of their clients, their financial advisors deliver advice to the clients about their goals and priorities. As life progresses, they make adjustments and ensure that all investments made continue to reflect set aims and needs. Over 40 years, they have successfully used the E.P.I.C. approach, a planning process that helps clients make the most of their earnings. The strategy is geared towards assisting clients to pursue their financial goals with the planning process, which they have perfected alongside allocating a suitable Financial planner.
With E.A. Buck Financial Services’ Engage. Plan. Implement. Connect. (E.P.I.C.) approach, clients get a comprehensive look at their current and future financial situations, which assists them in preparing four essential areas: leaving a legacy, preparing for the unexpected, covering essentials, and ensuring lifestyle. Through this process, they can help boost retirement income by putting hard-earned assets accumulated over the years to work. This is beneficial in wealth management, investment strategies, retirement income planning, and IRA 401(k) rollovers. In addition, E.P.I.C. can help ensure the protection of their clients beneficiaries through preserving assets that help them live comfortably after retirement alongside caring for their families. This provides life insurance, social security planning, asset protection strategies, tax-efficient strategies, and long-term care strategies. Moreover, E.A. Buck Financial Services offers clients the option of leaving a legacy by supporting the people and causes that are most important to them. E.A. Buck Financial Services can accomplish this through I.R.A. legacy planning, charitable giving, and paying for education.
At E.A. Buck Financial Services, advisors are available to assist clients in navigating their financial journeys by providing personalized advice that helps them meet both short-term needs while staying focused on their long-term goals. Through knowing and understanding their clientele, the clients’ financial priorities are identified, and clear strategies are laid out, thus helping clients prepare for their financial future. During their complimentary consultation, the Kailua-Kona financial advisor informs the client about the company’s background, identifies individual financial needs, and lays out the costs associated with what the client receives.
E.A. Buck Financial Services, an experienced firm in the finance industry, helps clients navigate the present without losing sight of the future. A relationship with this firm can have multiple advantages including a one-on-one personalized recommendation, fantastic service from their advisors, and preparation for the future through the comprehensive E.P.I.C. approach.
E.A. Buck Financial Services is located at 75-5722 Kuakini Hwy, Suite 209, Kailua-Kona, Hawaii, 96740, USA. For inquiries, contact the financial advisors via phone at 808 545 2211 or visit their website for additional information.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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 legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 851477 – 3/21
Company Name: E.A. Buck Financial Services
Contact Person: Daniel Chong
Email: Send Email
Address:75-5722 Kuakini Hwy, Suite 209
Country: United States