Our Services

Retirement Planning

Spending our lifetime planning for the best times of your life.

Retirement planning begins well before that fateful day comes. But no matter where you are in your retirement planning phase, we’re here to help you.

Modern-Day Retirement Strategies
We’ll be the first to admit that planning for retirement seems to get a little more challenging each year. With a morphing economy, unpredictable tax rates and laws, and an ever-growing list of financial changes to consider as you age, you might be overwhelmed by the thought of all the planning required.

We Focus on You
At E.A. Buck, we like to believe miracles can happen, but we’d much rather bet on the professional insight and guidance of our team when it comes to helping our clients plan for retirement. That’s why we offer a personally catered approach to every meeting, and every plan that comes out of it.

Retirement planning begins well before that fateful day comes. But no matter where you are in your retirement planning phase, we’re here to help you.

Modern-Day Retirement Strategies
We’ll be the first to admit that planning for retirement seems to get a little more challenging each year. With a morphing economy, unpredictable tax rates and laws, and an ever-growing list of financial changes to consider as you age, you might be overwhelmed by the thought of all the planning required.

We Focus on You
At E.A. Buck, we like to believe miracles can happen, but we’d much rather bet on the professional insight and guidance of our team when it comes to helping our clients plan for retirement. That’s why we offer a personally catered approach to every meeting, and every plan that comes out of it.

Our retirement planning services help with:

RetirementPlanning icon Pulsecheck

Pulse-checks and Projections

We examine where you are and where you want to be

RetirementPlanning icon ReduceTax

Reducing Tax Liabilities

We dive heavily into tax planning for the present and the future

RetirementPlanning icon Medicare

Medicare & Social Security

Our income planning covers Medicare, Social Security planning, and other current and future income sources

RetirementPlanning icon ComprehensivePlanning

Comprehensive Planning

We help with planning out investment portfolios, estate, and health care plans

RetirementPlanning icon Benchmarking

Benchmarking and Goal Setting

We list out action steps to take both prior to and during your retirement

Our retirement planning services help with:

RetirementPlanning icon Pulsecheck

Pulse-checks and Projections

We examine where you are and where you want to be

RetirementPlanning icon ReduceTax

Reducing Tax Liabilities

We dive heavily into tax planning for the present and the future

RetirementPlanning icon Medicare

Medicare & Social Security

Our income planning covers Medicare, Social Security planning, and other current and future income sources

RetirementPlanning icon ComprehensivePlanning

Comprehensive Planning

We help with planning out investment portfolios, estate, and health care plans

RetirementPlanning icon Benchmarking

Benchmarking and Goal Setting

We list out action steps to take both prior to and during your retirement

Our retirement planning services help with:

RetirementPlanning icon Pulsecheck

Pulse-checks and Projections

We examine where you are and where you want to be

RetirementPlanning icon ReduceTax

Reducing Tax Liabilities

We dive heavily into tax planning for the present and the future

RetirementPlanning icon Medicare

Medicare & Social Security

Our income planning covers Medicare, Social Security planning, and other current and future income sources

RetirementPlanning icon ComprehensivePlanning

Comprehensive Planning

We help with planning out investment portfolios, estate, and health care plans

RetirementPlanning icon Benchmarking

Benchmarking and Goal Setting

We list out action steps to take both prior to and during your retirement

And best of all...
Our team is by your side to assist with questions and help you get the support you need. We know you’ve worked hard to plan for your future. Now, let our financial professionals help work with you to plan for all the things you’re really looking forward to in retirement

No two retirement plans are the same, because no two retirees are the same.
We don’t use cookie-cutter approaches for our clients, because we strive to make sure your retirement serves you—not someone else. That’s why our retirement planning takes into consideration your financial situation, any risks you might face, and your ultimate goals.

And best of all...
Our team is by your side to assist with questions and help you get the support you need. We know you’ve worked hard to plan for your future. Now, let our financial professionals help work with you to plan for all the things you’re really looking forward to in retirement

No two retirement plans are the same, because no two retirees are the same.
We don’t use cookie-cutter approaches for our clients, because we strive to make sure your retirement serves you—not someone else. That’s why our retirement planning takes into consideration your financial situation, any risks you might face, and your ultimate goals.

Your Next Steps

We made it easy for you. Contact us today to hear more about our services and how we can help you.

By submitting your contact information, you consent to being contacted by E.A. Buck Financial Services. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.” “EA Buck Financial Services is not affiliated with the U.S. government or any governmental agency.” and “All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 1159250 12/21