Buckingham Strategic Wealth

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. Ultimately, we strive to keep you on track and work toward the retirement you desire in all phases of life — from your accumulation of wealth, to your transition into retirement, distribution and even the legacy you provide.

Yes! 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.

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 Matt! Thanks for reaching out. Yes, we provide 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.