Kahului, Hawaii – E.A. Buck Financial Services is a company geared towards advising clients who are at the initial stage of investing, preparing for retirement, or seeking ways to pass on their estate to beneficiaries. Working with families of all income or investable asset values, the company has been able to successfully help thousands of Kahului, Hawaii residents to make confident decisions about their money and spending habits through all stages of their lives.
As life progresses, the financial advisors at E.A. Buck Financial Services make adjustments and help ensure that all investments made keep reflecting set goals and needs. For more than 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 pursue their financial goals with the planning process, alongside allocating a reliable 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 conditions. Through growing client’s assets, they can potentially 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. Additionally, E.A. Buck Financial Services helps ensure the protection of their client’s beneficiaries through preserving assets that make them live comfortable lives 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.
The financial advisors are available to navigate clients’ 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, financial priorities are identified, and clear strategies are laid out, thus helping clients prepare for their financial future. During their complimentary consultation, the Kahului Financial advisor informs the client about the company’s background, identifies individual financial requirements, and layouts the costs associated with the client’s income.
E.A. Buck Financial Services, a longstanding company in the finance industry, assists the client in navigating the present without losing sight of the future. This relationship boasts multiple advantages including, a one-on-one personalized recommendation and premium 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 33 Lono Ave, #310, Kahului, Hawaii, 96732, USA. For inquiries, contact the financial advisors via phone at 808-545-2211 or visit the company’s 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.
Company Name: E.A. Buck Financial Services
Contact Person: Daniel Chong
Email: Send Email
Phone: (808) 545-2211
Address:33 Lono Ave, #310
Country: United States