Buckingham Strategic Wealth

Yes! 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 Callie. Yes, we do. 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.

Hi Odie! Parking is available in the lot surrounding our building.