Helping clients succeed
Bucci Financial Services is an independent financial advisory and accounting practice whose primary function is to help clients identify practical solutions to the complicated financial issues that we all face today. We take our ethics and fiduciary responsibilities very seriously, which is why we pride ourselves on holding some of the industry’s highest credentials. Whether an individual, family or small business, our goal is to put your best interests first and help you achieve financial success.
For individuals and families, we pride ourselves on taking a lot of time getting to know you, and to understand your financial goals. We utilize a strategic process designed to help you plan, protect and grow your wealth in the most tax efficient way possible. As your financial situation changes over time, we will be monitoring your plan on an ongoing basis and will recommend tactical shifts to ensure we are moving you closer to achieving your goals.
For our small businesses owners, we appreciate the need you have for accurate, timely and meaningful information to make good decisions to successfully run your business. Our goal is to offer businesses that are not yet ready for a full-time CFO an opportunity to obtain this expertise on a part-time basis. Let us assist you by quickly identifying areas of risk or opportunity within the finance function.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Gaining a better understanding of municipal bonds makes more sense than ever.
Knowing the rules may help you decide when to start benefits.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Technology tips to make your next trip even better.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.