Worried that your strategy is

Missing Something?

We can help you find the missing pieces.


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.

All Your Life

You've Worked Hard.

Now, let’s make your money work harder for you.

EPIC logo

Our E.P.I.C. Planning Process

Can Help You Make The Most of What You’ve Earned

Pursue your goals with E.P.I.C. Planning, a simple financial planning process we’ve perfected over 40 years to meet your unique financial needs.

  • E


  • P


  • I


  • C



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

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

Leave a Legacy

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

  • IRA legacy planning
  • Paying for education
  • Charitable giving

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.