Living a successful life involves many important decisions. College funding, retirement planning, investments, taxes, estate planning - these can be challenging topics as you try to manage your financial life, achieve your goals, take care of your family and maintain your own personal health.
And if you're a small business owner, there are all of the financial and operational demands of ensuring that your business is stable, now and in the years ahead.These are complex issues requiring the expertise of multiple professionals. A scattershot approach rarely works. Imagine having all the services you need, expertly coordinated, all in one place, and knowing that an entire professional team "has got your back."
And if you're a small business owner, there are all of the financial and operational demands of ensuring that your business is stable, now and in the years ahead.These are complex issues requiring the expertise of multiple professionals. A scattershot approach rarely works. Imagine having all the services you need, expertly coordinated, all in one place, and knowing that an entire professional team "has got your back."
Services
When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them.
Whether your family or career circumstances have changed, you've just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want.We are CFA charterholders, CFP professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists.
Whether your family or career circumstances have changed, you've just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want.We are CFA charterholders, CFP professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists.
With depth and breadth of expertise in financial planning, investment management and business services, we are uniquely able to address the various issues related to coordinating your personal and business financial needs. Our initial focus is on getting to know you -- really understanding your hopes and dreams.
There is so much more to keeping your brain in tip-top-shape and lowering your risk for dementia than crossword puzzles, brain games, and Sudoku. Dr. Marc Milstein shared the latest scientific research, providing actionable steps to keep your brain healthy. Medicare doesn't have to be confusing. If you are new to Medicare or have questions about your current plan, you're in the right spot!
While Buckingham Advisors is Ohio-based/Ohio-proud, we are also happy to serve clients across the nation. We love working with problem-solvers, innovators, researchers, entrepreneurs, families and community stewards who work to make their neighborhoods and hometowns vibrant and productive.
No matter where you are on life's journey and/or your business path, you can count on us -- one team for all your financial needs -- to provide professional insight and advice when it comes to college funding, retirement planning, investments, taxes, estate planning and (if you are a business owner) all of the financial and operational demands of ensuring that your business is stable.We're here for you.
No matter where you are on life's journey and/or your business path, you can count on us -- one team for all your financial needs -- to provide professional insight and advice when it comes to college funding, retirement planning, investments, taxes, estate planning and (if you are a business owner) all of the financial and operational demands of ensuring that your business is stable.We're here for you.
You will be redirected to Xpress-pay, an independent third party secure payment processor. Your credit card will be billed as Buckingham Advisors. Online payment by eCheck/ACH uses funds directly from a checking or savings account. Payments by eCheck are processed through the Xpress-pay Payment Portal without assessment of any fees.
Reviews
Be the first to review Buckingham Financial Group.
Write a Review
