Helping You Plan Your Dream Retirement & Bring It to Life

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You Deserve a Financial Advisor Who Cares About You, Not Just Your Money

Trying to find a financial planner who has your best interests at heart can feel impossible.

Dale Buckner Inc., cares about our clients, not just their money. Our service to you will always be about doing what's in your best interest so you can meet your personal financial and retirement goals.

That's why we offer a unique onboarding process and continued support so you can feel confident we’re optimizing your personal and financial success.

Answers to 7 Frequently Asked Questions about Retirement

Stop Stressing Over Your Money. Start Living Your Dreams.

At Dale Buckner Inc, we know running out of money can be as terrifying as a bear attack. We believe retirement should allow you to experience new things and enjoy life to the fullest, not force you to make sacrifices, or even worse, make you go broke.

With 33 years of experience, our team has helped thousands of people avoid costly mistakes and secure their future. Our team-oriented process provides you with the support of financial professionals dedicated to your success. We use proven financial strategies to help you plan for your future, long after you stop working.

You should be able to retire and care for your family without having to worry about your money being wasted. Book a free meeting today and sleep soundly knowing your finances—and your future—are managed by professionals.

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 Answers to 7 Frequently Asked Questions about Retirement

We OVERSEE Your Hard-Earned Money from:

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Changes in the economy
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Stock market crashes
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EXCESSIVE TAXATION
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HIGH HEALTHCARE COSTS
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SPENDTHRIFT HEIRS


3 Steps to Protect Your Principal

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Step 1: Book your Consultation

We offer unlimited complimentary consultations to determine if we’re the right fit for you and your plans for the future.

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Step 2: Get a Plan for What’s Next

We help manage your wealth based on your goals, age, experience, and risk tolerance so you know your money will likely grow safely.

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Step 3: Live your Dream Retirement

Stop losing sleep and start feeling confident you’re making the right choices so you can continue living your preferred lifestyle with a growing income.

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