Worried that your strategy is

Missing Something?

We can help you find the missing pieces.

We’ve spent four decades helping thousands of families
make confident decisions about their money, through all stages of life.

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Grow Your Assets

Help boost your retirement income by putting your hard-earned assets to work today.

  • Retirement income planning
  • Wealth management
  • Investment strategies
  • IRA and 401(k) rollovers
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Protect Your Loved Ones

Preserve the assets that can help you live comfortably in retirement — and care for your family.

  • Asset protection strategies
  • Life insurance
  • Long-term care strategies
  • Tax-efficient strategies
  • Social Security planning
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Leave a Legacy

Support the people and causes that are most important to you.

  • IRA legacy planning
  • Paying for education
  • Charitable giving
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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.

Smart Tax Strategies for Your Retirement

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The spending phase of retirement can be much more complicated than the savings phase of pre-retirement – but it’s often an overlooked part of retirement planning. And when you neglect tax planning, it’s like planning to lose money!

The timing and order in which you use different sources of money to pay for living expenses can make a big difference in your tax bill. Our tax planning discussions will cover a variety of topics, including tax questions to ask yourself before retirement, avoiding the Social Security “tax trap” and why it’s crucial to think about taxes before you retire.

Our tax planning discussions
include these topics:

    • Tax questions to ask yourself before retirement
    • Surprises that can make retirement more expensive
    • How to avoid the Social Security “tax trap”
    • Why tapping assets in the wrong order can trigger higher Medicare premiums
    • Why you should manage taxes before you retire
    • Action steps you can take throughout the four stages of retirement
    • Mistakes to avoid when it comes to your investment portfolio, health care and estate
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At E.A. Buck,

we work with families of all income or investable asset values. Whether you are in the beginning phases of investing, preparing for retirement or seeking ways to pass on your estate we are here to guide you. In fact, we are proud to say we’ve spent the last four decades helping thousands of families make confident decisions about their money, through all stages of life.

We want to help you and your loved ones too.
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Ready to

Get Started?

For more information about any of our products and services, schedule a meeting today or register to attend a webinar.

Or give us a call at 888.210.6567.