Dale Buckner, Inc. is committed to helping you achieve your life goals. Whether your top priorities are retirement planning, legacy planning, tax planning, or your children’s education, you need the advice, expertise, integrity, and superior service of the Dale Buckner, Inc. Team on your side.
Our comprehensive approach ensures you have a plan that keeps pace with changes in the market and changes in your life. These are the 4 key steps:
Understand Your Goals
We council with you and collect important information from you before we develop a plan. Our process is driven by our fiduciary obligation to do the best job possible for every client.
Develop a Plan
Dale Buckner, Inc. will work with you to create a customized plan to achieve your financial goals. Your plan will be built on a sound strategy that incorporates your needs, time horizon, tax situation and risk tolerance.
Once you have fine-tuned and accepted your plan, we will implement your custom tailored strategies and coordinate your specific recommendations with your well trained professional advisors and their support staff. Before we execute your strategies, we will have our staff check in with you for changes in your situation. You will be informed during all stages as your plan takes shape.
Monitor and Evaluate Progress
Our team will be setting up regular meetings so that we both monitor progress and changes in your situation. We hope to exceed your expectations. Recommendations and strategies are adjusted over time to best address your evolving goals and changes in risk and the various markets.
We use Modern Portfolio Theory to help us develop an appropriate allocation strategy. All major classes of investments are considered including but not limited to cash, stocks, fixed income, real estate, non-correlated assets, and alternative asset classes. Stocks are further divided into domestic and foreign stocks, growth and value stocks, large cap, mid cap, and small cap stocks. Fixed income is further divided into government bonds, municipal bonds, mortgages, convertible bonds, hi yield bonds, short duration and long duration fixed income investments, and preferred stocks. Real Estate is further divided into domestic and foreign, income and growth real estate, and debt or ownership categories.
Our Investment Policy Statement acts as our guide to implement, manage, and monitor performance. Our greatest challenge can be managing investor expectations and behavior during both good times and bad.
Tax consideration can often be a deciding factor for any plan. We want you to pay the lowest legal tax, defer your tax if appropriate, and hopefully reduce the tax obligation for you and your heirs. We practice Legacy Planning where we not only help you pass your wealth on to your heirs but also your values.
How to Get Started
The first step is to call and plan a complimentary initial consultation. At Dale Buckner, Inc. we visit with everyone. There’s an atmosphere of openness.
At the same time, we must treat your information and confidences with the highest level of security and privacy. While we do have investment strategies that require a minimum to invest of $250,000 we also have others that require less.
Neither United Planners nor its financial professionals render legal or tax advice. We work with you and your tax and legal counsel to assist you with your estate plan.
Get Started Today by calling 806-358-7977 or 1-800-299-PLAN.Get Started