As your team of professionals, we work with you to review your current financial situation, short and long-term objectives, and risk tolerance. In doing so we can address, in an integrated fashion, your estate planning and wealth transfer issues, tax planning, and philanthropic interests. This analysis serves as the basis for the development and ongoing review of comprehensive strategic financial objectives.

We customize our capabilities to respond to your distinct situation. We advocate that a client form a mission, perhaps even a family-plan to guide members and their advisors with a common sense of purpose.  

 

 

 

 

 

 

 

 ESTABLISH CLIENT MISSION & GOALS
 ESTABLISH OFFICE INFRASTRUCTURE TO ACHIEVE MISSION
STRATEGIC FINANCIAL PLANNING
  • Clarify primary objectives
  • Determine role of active family members
  • Define office operating philosophy & objectives
  • Understand economic value
  • Acquire family data information
  • Determine Advisor to meet needs
    Consider proper financial planning requirements
  • Educate investor
  • Evaluate risk versus reward
  • Discuss time equals reward
  • Design estate & wealth plan
  • Plan for tax & compliance requirements
  • Integrate philanthropic goals with overall plan
  • Determine time frame to meet goals
  • Determine family members special needs
 ASSET ALLOCATION
 FUNDING & IMPLEMENTATION
ON-GOING REPORTING AND REVIEW
  • Establish investment policies and suitability
  • Allocate among asset classes
  • Allocate among sectors
  • Finalize documents & agreements
  • Fund trusts & other entities
  • Implement custody conversion/transfer
  • Review progress against mission/goal statement
  • Monitor accounts
  • Add/change investment managers
  • Meet periodically
  • Review tax implications

This website does not constitute an offer to transact securities in any jurisdiction which,
or to any person whom, it is unlawful to make such an offer or solicitation.

Securities offered through Capital Investment Group, Inc. Member FINRAand SIPC
Buckingham Financial Group, Inc. and Capital Investment Group, Inc. are not affiliated companies.

"PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites to which you are linking".

"Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content".

Send mail to service@buckinghamfinancial.com with questions or comments about this web site.
Copyright © 2002 Buckingham Financial Group, Inc.