Buckingham Strategic Wealth

Category: Financial planner

Address: 2409 Park Blvd, Palo Alto, CA 94306, USA

Phone: +16505661121

Opening hours

Sunday: Closed

Monday: 8AM–5PM

Tuesday: 8AM–5PM

Wednesday: 8AM–5PM

Thursday: 8AM–5PM

Friday: 8AM–5PM

Saturday: Closed

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Questions & Answers

Can you assist with retirement planning?

Buckingham Strategic Wealth | Mar 28, 2022
Buckingham Strategic Wealth | Mar 28, 2022

Yes! At Buckingham, we feel it’s important to fully explore your retirement goals and have in-depth discussions about the lifestyle you wish to maintain. Based on that, we develop a plan based on evidence and experience to put you in the best position to make those ambitions a reality. Our work doesn’t stop there as we continue to address your ever-evolving needs. We closely monitor changes in external factors as well, such as market performance, inflation and taxes.

Can you help with a college savings plan?

Samantha Green | Sep 29, 2021
Buckingham Strategic Wealth | Oct 29, 2021

Thanks for reaching out. Yes, we offer education planning services. After guiding generations of clients through the college search and funding process, we know how to manage college costs, increase aid eligibility, determine the appropriate savings plans, and bring clarity to a process that’s typically anything but transparent.

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