Buckingham Strategic Wealth

Yes! At Buckingham, our wealth advisors are well-versed in the distinct planning needs of business owners, able and excited to help optimize your personal and professional finances. By gaining a deep understanding of your professional ambitions and taking stock of all of your resources, we work together to provide a well-informed, goal-oriented approach to planning elements, such as cash flow, tax minimization, debt optimization, retirement, health and work-life balance.

Yes, we offer education planning. 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.

Thanks for reaching out. Yes, we offer tax planning services. Our goal is to always help our clients create and maintain the greatest amount of after-tax wealth. Meaning we aren’t focused on the lowest tax bill in a specific year, but rather the lowest cumulative tax bill throughout your lifetime. Helping you implement a long-term tax-reduction strategy is an integral role of Buckingham advisors and has far-reaching effects on your overall financial strategy.