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Amy Buck (CFP®, EA)

Amy Buck focuses in the
following client markets or areas of practice:

  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

My practice offers comprehensive financial planning, including investment management, with a strong focus on tax planning. I work with clients who are nearing or in retirement on ongoing basis or on an as needed hourly basis.

Additional Information

As a CFP® and Enrolled Agent, I spend time each year staying up to date on all things that affect retirees finances: tax planning, social security planning, distributions strategies, health care, protection and estate planning.

NAPFA Start Date

July 16, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

708 Chippewa Square, Suite 9 Marquette, MI 49855 Phone: (906) 250-8008
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