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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What kind of auto insurance should you have? Do you know?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
It's important to understand the pros and cons when considering a prepaid debit card.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn when it may not make sense to file a claim on your home insurance.
When you’re married and have children, insurance needs will be different.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are hundreds of ETFs available. Should you invest in them?
When markets shift, experienced investors stick to their strategy.