Honolulu, HI – E.A. Buck Financial Services works with families with a wide range of income levels and investable assets and helps clients whether they are just starting with savings, planning for retirement, or looking for opportunities to pass on their estate. The financial advisors are proud to say that they have spent years assisting numerous families in making sound financial choices at all stages of life. E.A. Buck Financial Services was established to help improve the economic well-being of many families by making financial planning more affordable, actionable, and profitable than it has ever been.
A financial plan is more than just an assessment of one’s current financial situation; it’s also a strategic game plan to help people achieve long-term goals in all aspects of their economic lives. E.A. Buck Financial Services’ E.P.I.C plan includes a savings strategy, a risk management strategy, a tax optimization strategy, an estate plan, and a retirement roadmap.
The Honolulu financial advisor creates a detailed plan, holistic report, and tailored advice for clients to help them improve their financial status and prepare for retirement using hundreds of key measures, metrics, and estimates. The spending period of retirement is often more complex than the pre-retirement savings phase, but it’s also an overlooked aspect of retirement planning. The order in which various sources of income are used to pay for living expenses may have a significant impact on one’s tax bill. E.A. Buck Financial Services employs proactive tactics to assist clients in applying the tax code in a timely and streamlined manner.
Most retirees and pre-retirees are worried that taxes will reduce their retirement income. However, with ever-changing tax laws, retirement tax preparation can be complex. Firstly, E.A. Buck Financial Services spends time getting to know the client and their family’s needs and priorities through interaction. Then, using preparation, they develop a straightforward, comprehensive financial plan that will assist clients in achieving their long-term objectives. Their team of experienced advisors implements a personalized strategy and answers any questions along the way during Implementation. Finally, they consult with the client regularly through Connection to ensure that their financial plan is still effective for them and their objectives. E.A. Buck Financial Services focuses on financial health rather than just financial literacy or investment management. They also provide financial literacy, actionable advice, and ongoing clinical support to their clients in an open and personalized way.
Through E.A. Buck Financial Services – Honolulu financial planning, clients will grow their assets by putting their hard-earned assets to work now to increase their retirement income. This can be accomplished by retirement income preparation, wealth management, investment plans, and IRA and 401(k) rollovers, among other methods. Financial Services by E.A. Buck Life insurance, long-term care plans, tax-efficient strategies, and Social Security planning are examples of asset management strategies. With the help of E.A. Buck Financial Services, clients will leave a legacy and support the most significant people and organizations by using IRA legacy planning, paying for education, and making charitable donations.
Work with E.A. Buck Financial Services, an experienced financial services provider in the area. The company is located at 55 Merchant Street Suite 2100, Honolulu, HI, 96813. Contact them via phone at 8085452211 or visit their website for more 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 tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.
Company Name: E.A. Buck Financial Services
Contact Person: Katie Buck (CEO) and Jeff Buck (CIO) Buck
Email: Send Email
Address:55 Merchant Street Suite 2100
Country: United States