At Buckeye Wealth Management we realize that it is not about us, it is about you and helping you on your journey to financial freedom and living your “Ideal Life”, a life of intention and purpose, that goes far beyond the money that makes it all happen. Knowing that along the way, we have to help you get and keep your Financial House in order. So, we offer two types of services to best meet our clients’ goals and help them “Live Life Intentionally” and create their “Ideal Life”.
Wealth Management Services / Personal Financial Officer (PFO)
As your PFO we will build a comprehensive, dynamic plan, your personal financial roadmap, built around your goals, desires and dreams that continue to evolve as you move each step along your journey toward achieving those goals. We walk beside you on your journey to ensure all aspects are well coordinated with your life plan, discussing strategy and alternatives to keep your journey effective, efficient and on course. Typically, we will meet six or more times during our first year together. Going forward, we will be in frequent contact and meet at least quarterly to make course adjustments as needed, revisit planning areas and discuss how your vision of your “Ideal Life” may change. We will discuss ideas on “Living a Life of Purpose” and enjoy stories of how together; we are making a difference in your life, the lives of others in our sphere of influence and with others in need. During our journey together, you will be able to keep tabs on your progress and will be given access to your own Personal Financial Website, where you can aggregate and view all of your assets in one convenient location, from any device, at any time 24/7. You will also have access to your advisor’s personal cell number, so you can have access to them when you need, with any question, concern or to just share a great story of something amazing that has happened in your life. We want to be a part of your amazing journey.
Our PFO Services include gathering & verifying data, setting goals and confirming your dreams, defining your “Ideal Life”, coordinating all your trusted professionals, cash flow review, retirement planning, social security analysis, asset allocation and portfolio development, portfolio implementation, account consolidation, investment recommendations, tax-managed rebalancing and performance reviews, college funding, tax planning, estate planning ,charitable giving, insurance needs and policy reviews, access to personal financial website, advisor and client promotions and events.
Investment Advisory Services
As your Investment Advisor, we will develop an individualized, disciplined investment strategy that begins by defining your goals for the investment portfolio and any other assets outside our direct management. This is done through our Investor Profile and will help us understand how much movement or volatility in the market causes discomfort to you and how much risk is necessary to meet your most important life goals. From this profile, together we will develop a customized investment blueprint; we call an Investment Policy Statement (IPS). This will enable us to manage the assets on an ongoing basis within the framework established while reviewing the strategy and investment mix regularly. Next, we will develop a specific strategic asset allocation model, identifying each asset class needed to keep your portfolio within the risk parameters of your IPS and make it as efficient as possible. Developing, recommending and implementing a customized investment mix tailored to meet you individual goals. With ongoing monitoring of the investment portfolio and regular rebalancing, we will keep your portfolio within your IPS and level of risk, making changes to investments only as market conditions or individual investments would require. See Core-Satellite to learn more about our specific investment approach. Typically, we will meet at least once per quarter for performance reporting and review.
Our Investment Advisory services include the investor profile, goal setting, investment policy statement, asset allocation and portfolio development, portfolio implementation, tax-managed rebalancing, account consolidation, and investment recommendations and quarterly performance reviews.
Please Note: The scope of the services to be provided depends upon the terms of the engagement. Any financial, insurance or estate planning at this level of service can be provided for an additional fee.
Buckeye Wealth has many areas of expertise:
- Investment & Retirement Planning
- Estate Planning for Probate Avoidance & Tax Minimization
- Risk Management for Wealth Preservation
- Institutional Level No-load Mutual Funds
- Exchange Traded Funds (ETF’s)
- Individual Stocks & Bonds
- Traditional, Roth, SEP & Simple IRA’s
- Profit Sharing
- 401k & 403b
- Succession planning
- Exec compensation & Pension planning