Financial Advisory Services
Bucci Financial Services realizes that each client is at a different stage in life. However, everyone should have a financial plan. All clients would benefit from the comprehensive planning process offered by Bucci Financial Services. The process begins with an initial meeting, followed by an information gathering session where ideas are shared and goals are formed. After analyzing your information, a strategy is developed and presented on how best to achieve your goals. Once finalized, the plan is implemented, and then monitored on an ongoing basis.
If you think about it, the finance function impacts every aspect of your business: every process in your business will eventually run through the accounting department. It is the one area that really sees your business’ whole picture. Bucci Financial Services has a great appreciation for this fact, so our process takes a comprehensive approach as well. We will begin with a free consultation to ask you some questions and listen to the current state of your business, future goals and your current needs. From there, we can develop an initial plan to best meet your needs. As you can see from the variety of services offered, we can monitor and adjust the plan as we make progress. Cooperation and communication is key to the success of any relationship, and it is no different here.