E.A. Buck Financial Services

E.A. Buck Financial Services is a financial planning and accounting practice. Its planners work with individuals and families on retirement and long-term financial goals, and the firm also handles day-to-day accounting tasks.

What E.A. Buck Financial Services does

• Financial and retirement planning: plans built around a household's goals, reviewed regularly.
• Wealth management: investment advice, including for Social Security and federal employee benefits.
• Tax and estate planning: planning around tax and the passing on of assets.
• Life insurance: cover offered alongside the planning work.
• Accounting services: bookkeeping, payroll and tax preparation.

Clients

Families preparing for retirement, federal employees and clients wanting accounting support. Its process starts with getting to know a client's needs, then a written plan and ongoing meetings.

Key facts

• Process: discovery meeting, custom plan, implementation, regular reviews