Buckman & Company provides financial planning and consulting services to individuals and families. Buckman meets with clients to discuss their assets, liabilities, insurance, estate documents, income, and expenses. Buckman helps clients plan for short, medium, and long-term goals and minimize the impact of adverse events on their retirement. Buckman does not manage investments or advise on specific investment products.
Fee Structure
Buckman charges a monthly retainer fee for financial planning and consulting services. The fee is based on an hourly rate of $40 per hour, the complexity of the client's financial situation, the expected ongoing needs of the client, and the anticipated time spent by the advisor. The fee is a flat fee and is disclosed in the financial planning and consulting agreement.