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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Apps that help small business owners better manage and grow their business.
There are things about Social Security that might surprise you.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When to start? Should I continue to work? How can I maximize my benefit?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
When you retire, how will you treat your next chapter?
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?