The Buckman & Company Promise

Before the internet, investors couldn't do much without hiring a stockbroker.  The explosion of the internet in the early 2000s brought a tremendous amount of information about investing to the average person - but stockbrokers still remained in the doorway to accessing the markets.  Eventually platforms such as Charles Schwab, e*Trade, and many others provided a direct path for investors to handle their own investments.  Yet, still so many average investors continue to pay high fees for Financial Advisors to manage their funds - why?

There has been a distinct lack of financial education provided to students, young employees, and even high earners.  Once people start their families and put the rest of their focus on their careers, there simply isn't enough time for most people to learn personal finance on their own.  The dirty little secret of personal finance is that it's not rocket science!  Buckman & Company believes that with some early guidance, more people can avoid paying 1% of their assets every year to a traditional Financial Advisor and keep all their growth.

For example, if a person has $100,000 in assets managed by a traditional Financial Advisor, a typical 1% fee on AUM would mean they're paying $1,000 every year.  But after year one in which the advisor needs to learn about clients' goals, concerns, risk tolerance, and other important details, most Financial Advisors sit back and collect the same fee for far less work in year two going forward.  Financial Advisors do have a place, but really one needs to have $1+ million for that value to turn positive for the investor.  Let us help you keep more of what you earn, while providing the same (or in our humble opinion, far better) level of service and expertise as more traditional Financial Advisors.

Many people are already aware that this cost simply isn't worth it to them at an early stage in their careers, and unfortunately come to the conclusion that they can kick the can down the road and float through their 20s and 30s without professional guidance -OR- their own research into personal finance.  At Buckman & Company, we believe your most valuable asset is time.  Compounding in finance is when you generate growth on your savings, and then that growth works for you in year two.  And that growth works for you in year three.  And that growth... You get the idea.

As people grow more wealthy, less of their wealth is generated by their labor and "earned income," and more comes from their investment accounts, real estate (your home!), and other sources of "passive income."  Don't wait to begin building your passive income sources, let Buckman & Company help you invest your time wisely in order to keep more of what you earn and make the most of your financial opportunities.  And if you do reach that magic number, we will be thrilled to help you find a traditional Financial Advisor when the time is right.  

Let's do better.  Together.