Caden Buckley (AIF®, CDFA, CFP®)

Planning Specialties

Financial Planning: Our education-oriented process empowers you to achieve long-term financial security. We help you clearly understand all of the moving parts of your financial plan by turning complex concepts into easy to digest bites. We utilize advanced technology to tailor advice for you based on your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more. By understanding the role of financial planning in meeting your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future. Investment Management: Through careful consideration, we work to determine an appropriate mix of investments based on your goals, your time horizon and your risk tolerance. As a Fee-Only advisory firm, we deliver independent, unbiased and objective investment experience. We believe that asset allocation and asset location are of equal importance when building customized portfolios. Additionally, keeping costs low and maintaining a disciplined approach to managing the volatility of capital markets are cornerstones of our investing philosophy. By developing a personalized investment strategy, focusing on diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth, so you reach your financial goals. Beacon advisors are fiduciaries and are obligated to always act in your best interest, with loyalty and care, above all else. We work best with clients who have a minimum of $1 million in investable assets; however, if your current asset level does not quite meet that threshold, but you have unique circumstances that you’d like to discuss, please feel free to schedule a discovery call to discuss further.