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Money may not be able to buy hap- piness, but it can certainly buy security, expe- riences and most importantly, time — three critical pieces that we all deserve and want more of in our lives. At E.A. Buck Financial Services, we believe everyone, regardless of wealth, should have the op- portunity to learn the finan- cial strategies of the wealthy and be able to secure those three pillars for themselves and their families.
BY KATIE BUCK CEO of E.A. Buck Financial Services
Taking Family Finance Nationwide
CEO Katie Buck and CIO Jeff Buck meet with a client of E.A. Buck Financial Services.
PHOTOS COURTESY E.A. BUCK FINANCIAL SERVICES
Reduce PAIN. NUMBNESS. INFLAMMATION.
If you would like more in- formation about our services or to speak with one of our financial advisers, contact us at eabuck.com.
Our success is rooted in our personalized planning pro- cess. First, we work to under- stand our clients’ needs, goals and tax liabilities. Then, we plan out strategies and invest- ments that work to give our clients a tax advantage while enhancing cash flow. Next, our team of highly trained advisers and support person- nel takes action to implement those plans confidently. Last- ly, we follow through with our commitment as a lifelong financial partner by schedul- ing checkup appointments to maintain and optimize ongo- ing plans.
our company extended its reach across the islands and across the Pacific by opening new offices in Kona, Kahu- lui and Denver. In addition to expanding to new regions, our company expanded our services to include account- ing and tax services that en- hance the impact we create for our clients.
Our company was formed with the mission of making comprehensive financial planning accessible to people of all income levels and back- grounds. Since 1980, we’ ve operated with that mission in our hearts and created life- long friendships with thou- sands of local families along the way.
Our dedication to that planning process and our mission to make a difference pushed us to break boundar- ies during the pandemic and grow even further. In 2020,
Now, in 2021, we look to expand to two new regions and help even more people accumulate the wealth they need to acquire security for their family, pursue the ex- periences that they dream of and free up their time to do what makes them happy.
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