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
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
College Savings
See how much you may need to save now to cover future college costs for your child.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Saving for College 101
Here's a crash course on saving for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.