E.A. Buck Financial Services

First, we spend time getting to know you and your family’s needs and goals

Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals

Our team of trusted advisors implement your custom plan — and answer any of your questions along the way

We meet with you regularly to help ensure your financial strategy is still working for you and your goals

What clients are saying:

We were looking toward our retirement in a few years and needed to make sure we had a good plan in place We had been in an aggressive fund but wanted to go to a safer more reliable fund that would protect most of our assets but still grow while we were still working Working with E A Buck made that come true

Phillip L is an insurance, investment advisory, and securities client who has not been compensated for this statement This may not be representative of all client’s experience

“This company is outstanding in customer service! The staff at my local office are great! My working experience towards my financial and retirement goals has always been a positive one ” Mitsugi H is an insurance, investment advisory, and securities client who has not been compensated for this statement This may not be representative of all client’s experience

"I’ve been working with EA Buck for about a year They have helped me immensely in planning for my retirement while in my 30’s Rachelle Davis was able to hear my goals and align my portfolio Rachelle made me feel like I’m apart of the extended EA Buck family with the amount of in-depth, attention to detail that is provided with each meeting as well as knowing that someone is protecting my retirement"

Lauren E is an investment advisory and securities client who has not been compensated for this statement No investment strategy can guarantee a profit or protect against loss in periods of declining values This may not be representative of all client’s experience 6 15 21 "I have been a client of Jeff Buck at EA Buck Financial Services for about 15 years Jeff helped me reach my goal of retiring early at 60 and he continues to give me great advice Jeff will tailor your portfolio specifically to fit your needs, goals, and tolerance level I’ve never felt pressured into any products and his explanation of current financial events are always enlightening"

Ralph O is an insurance, investment advisory, and securities client who has not been compensated for this statement This may not be representative of all client’s experience 6 15 21 “Corrinna Paxton has exceeded my expectations She is knowledgeable and communicates well ” Katherine L is an investment advisory and securities client who has not been compensated for this statement This may not be representative of all client’s experience

John Larry is a hard working and very knowledgeable financial advisor He made us realize how we would take advantage of moving our traditionally IRAs into ROTH IRAs and save more of our savings in the future

How would you describe your financial advisor? “She makes me feel at ease and she looks at all of my assets as a whole picture ” “I wouldn't trade my financial advisor for anything as I stated in my comment in the last question She's friendly, personable, and very knowledgeable at what she does She takes her time to explain calculations, acronyms, definitions, etc so I understand them She's very thorough as well ” Buck Wealth Strategies, LLC is an SEC registered Investment Adviser This testimonial was given by a current client, and was not compensated with cash, or non-cash compensation, for the testimonial There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Buck Wealth Strategies, therefore (he/she/they) has no incentive to recommend the adviser

PROACTIVE TAX PLANNING TO HELP

Tax planning for retirement is harder than you think — especially when you can’t predict future tax rates and laws When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate plan We’ll also help you avoid the common mistakes and surprises that could reduce your retirement income

How Confident Do You Feel?

• Checklist I have an income plan I can count on in Retirement I am confident the investments I own are the right ones for me I have a plan to cover unexpected expenses like long term care
• I have an income plan I can count on in Retirement
• I am confident the investments I own are the right ones for me
• I have a plan to cover unexpected expenses like long term care Unless you answered “Yes” to every question, we encourage you to schedule a meeting to talk through your retirement-readiness plan

Serving clients since 1980

Learn about the people who are ready to help you live life to the fullest