EPIC Planning

Achieve your financials goals with E.A. Buck’s simple financial planning process.
Financial Planning Made Easy

Achieve your financials goals with E.A. Buck’s simple financial planning process. Perfected over the course of almost 40 years, our E.P.I.C. plan is tailor-made to your unique needs.

E = Empowered
Be empowered to make educated, well thought-out financial decisions. Tap into the years of knowledge of E.A. Buck advisors who will get your input throughout the entire process.

P = Personalized
Don’t let your financial future be determined by a robo-advisor. Each plan is unique because it’s customized for every client. There is no cookie-cutter, one-size-fits-all financial planning here — the process is personalized to cater specifically to you.

I = Investment
Clients receive access to a full spectrum of investment tools. E.A. Buck doesn’t push specific types of investments; instead, financial partners work with you to find the best options for your needs. At E.A. Buck we take a holistic approach by providing traditional asset allocation models.

C = Community
Your E.A. Buck advisor constantly collaborates with industry professionals to create synergy within your wealth plan. Just as it takes a village to raise a child, it takes a team to create a comprehensive financial planning system.

Meet with a Private Wealth Manager

Backed by years of experience, the top financial advisers at E.A. Buck are ready to help with a free consultation
 

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Upcoming Workshops

Retirement Readiness
 
Social Security
 
Make Tax Reform Work for You