Refer a Friend

Your Name*:

Your E-Mail*:

Recipients (Separated by commas):

TellYourFriends Plugin created by Jake Ruston's Wordpress Plugins - Sponsored by Sunbrella Cushions and GPT Site.

Financial Planning

Your Team

Financial Planning integrates your resources with your goals and objectives to provide direction and discipline. Without direction and discipline, people typically make impulsive or random decisions.

We work with you to set realistic goals, identify key financial issues, and prepare a list of strategies to achieve those goals.  After a plan is established, your BFG Advisor will help you implement it. You will then meet periodically with your advisor to review your plan and make any adjustments needed to reach your goals.

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.

  • Clarify primary objectives
  • Determine role of active family members
  • Acquire family data information

  • Determine Advisor to meet needs
  • Consider proper financial planning requirements
  • Evaluate risk versus reward
  • Discuss time structure for financial planning

  • 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

  • Establish investment policies and suitability
  • Allocate among asset classes
  • Allocate among sectors

  • Discuss financial planning process
  • Evaluate risk with financial planning objectives
  • Finalize documents & agreements
  • Fund trusts & other entities

  • Review progress against mission/goal statement
  • Monitor accounts
  • Add/change investment objectives
  • Meet periodically
  • Review tax implications

At Buckingham Financial Group, planning is a process not a product.

Useful Websites

Financial Calculators

Securities offered through Capital Investment Group, Inc. Member FINRA and 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, 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

6856 Loop Rd. Dayton, Ohio 45459 • (937) 435-2742 • (800) 354-6837 • Fax (937) 435-3083

212 N Broadway St, Lebanon OH 45036 • (937) 305-3210

Investment Advisory Disclosure Brochure | Business Continuity Plan | Privacy Policy

Copyright © 2012 Buckingham Financial Group Inc. All rights reserved. Dayton web design by Design Chemistry