Buckingham Strategic Wealth

Yes. t 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.

Yes! We not only want to put you in the best position to achieve your goals, but we aim to develop an investment plan you can feel fully confident in during the inevitable ups and downs of the market. We do this through an evidence-based approach rooted in smart diversification, low investment costs, and minimizing risks. Altogether, we develop an investment strategy catered to help meet your specific goals.

Hi James. Please visit our website to schedule an introductory conversation with our client development team or give us a call.

Hi Matt! Thanks for reaching out. Yes, we can. First, we’ll get a complete and comprehensive understanding of your assets, investments, liabilities, cash flow, and other key attributes of your financial life. Then, we’ll do the same with your values, ambitions and broader life goals to identify opportunities to help your finances work in harmony with your needs. Together, we’ll build a strategic road map for long-term planning and rediscovery.

Hi Stephanie! Here's a fax number for our Chicago office, which can be directed to Tad Gray's attention - (847) 572-0940. Please let us know if we can help with anything else.