Financial Planning

Focused On You.

We can help you grow — and preserve — what you’ve worked a lifetime to build.

Epic planning Financial advisor

Your Financial Confidence Starts With

E.P.I.C. Planning

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Engage

First, we spend time getting to know you and your family’s needs and goals.

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Plan

Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals.

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Implement

Our team of trusted advisors implement your custom plan — and answer any of your questions along the way.

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Connect

We meet with you regularly to help ensure your financial strategy is still working for you and your goals.

What clients are saying:

“This company is outstanding in customer service! The staff at my local office are great! My working experience towards my financial and retirement goals has always been a positive one.”

Mitsugi H. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Mitsugi H.

"I’ve been working with EA Buck for about a year. They have helped me immensely in planning for my retirement while in my 30’s. Rachelle Davis was able to hear my goals and align my portfolio. Rachelle made me feel like I’m apart of the extended EA Buck family with the amount of in-depth, attention to detail that is provided with each meeting as well as knowing that someone is protecting my retirement".

Lauren E. is an investment advisory and securities client who has not been compensated for this statement. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This may not be representative of all client’s experience. 6.15.21

Lauren E.

"I have been a client of Jeff Buck at EA Buck Financial Services for about 15 years. Jeff helped me reach my goal of retiring early at 60 and he continues to give me great advice. Jeff will tailor your portfolio specifically to fit your needs, goals, and tolerance level. I’ve never felt pressured into any products and his explanation of current financial events are always enlightening".

Ralph O. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience. 6.15.21

Ralph O.

“Corrinna Paxton has exceeded my expectations. She is knowledgeable and communicates well.” 

Katherine L. is an investment advisory and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

 

Katherine L.

John Larry is a hard working and very knowledgeable financial advisor. He made us realize how we would take advantage of moving our traditionally IRAs into ROTH IRAs and save more of our savings in the future.

Phillip L. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Phillip L.

How would you describe your financial advisor?
“She makes me feel at ease and she looks at all of my assets as a whole picture.” 

Katherine L. is an investment advisory and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Katherine L.

“I wouldn't trade my financial advisor for anything as I stated in my comment in the last question. She's friendly, personable, and very knowledgeable at what she does. She takes her time to explain calculations, acronyms, definitions, etc. so I understand them. She's very thorough as well.”

Mitsugi H. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

 

Mitsugi H.

We were looking toward our retirement in a few years and needed to make sure we had a good plan in place. We had been in an aggressive fund but wanted to go to a safer more reliable fund that would protect most of our assets but still grow while we were still working. Working with E.A. Buck made that come true.

Phillip L. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

 

Phillip L.

Advisor Stories:

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Proactive Tax Planning to help

Protect Your
Retirement Income

Tax planning for retirement is harder than you think — especially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate plan. We’ll also help you avoid the common mistakes and surprises that could reduce your retirement income.

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Financial Self-Check

How Confident Do You Feel?

Unless you answered “Yes” to every question, we encourage you to schedule a meeting to talk through your retirement-readiness plan.

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This Is Us

Meet Your Team

Serving clients since 1980

Learn about the people who are ready to help you live life to the fullest.

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Retiring soon?

Have you answered these 6 key questions?

Whether you'll have enough income to last through retirement is dependent on a number of factors. Get a head start with this 4-page guide. You'll find out:

  • Why you need to track your current spending habits
  • How your spending could change in retirement
  • When to account for inflation
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More Questions?

Attend a Dine & Learn Workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more. Or watch one of our webinars.


Upcoming Workshop:
October 28
Tax Planning for Tomorrow
9:30 am | Cherry Creek Shopping Center
October 28
Tax Planning for Tomorrow
9:30 am | Cherry Creek Shopping Center