Helping clients succeed
since 1998
Bucci Financial Services is an independent financial advisory 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.
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.
Helpful Content
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.