Taking Family Finance Nationwide

BY KATIE BUCK
CEO of E.A. Buck Financial Services

Money may not be able to buy happiness, but it can certainly buy security, experiences 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 opportunity to learn the financial strategies of the wealthy and be able to secure those three pillars for themselves and their families.

Our company was formed with the mission of making comprehensive financial planning accessible to people of all income levels and backgrounds. Since 1980, we’ve operated with that mission in our hearts and created lifelong friendships with thousands of local families along the way.

CEO Katie Buck and CIO Jeff Buck meet with a client of E.A. Buck Financial Services. PHOTOS COURTESY E.A. BUCK FINANCIAL SERVICES

Our success is rooted in our personalized planning process. First, we work to understand our clients’ needs, goals and tax liabilities. Then, we plan out strategies and investments that work to give our clients a tax advantage while enhancing cash flow. Next, our team of highly trained advisers and support personnel takes action to implement those plans confidently. Lastly, we follow through with our commitment as a lifelong financial partner by scheduling checkup appointments to maintain and optimize ongoing plans.

Our dedication to that planning process and our mission to make a difference pushed us to break boundaries during the pandemic and grow even further. In 2020, our company extended its reach across the islands and across the Pacific by opening new offices in Kona, Kahului and Denver. In addition to expanding to new regions, our company expanded our services to include accounting and tax services that enhance the impact we create for our clients.

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 experiences that they dream of and free up their time to do what makes them happy.

If you would like more information about our services or to speak with one of our financial advisers, contact us at eabuck.com.