Wealth Management

Resources

We’re here to assist our clients in setting personal financial goals and we’ve provided some great tools to use in developing them. Here you can check out the latest edition of our Weekly Market Commentary or visit the Buchanan Wealth Vault. The Vault is full of market insights and helpful articles to assist you in keeping your wealth on the right track. Check it out here.

Services

Yes, we offer access to a full menu of advisory services, but what exactly does that look like? Everyone has services to offer, so how are we different? We believe that the way we implement our services is just as important as what we offer, because after all... what good are services if great service isn’t a part of it? Find more information on how our private wealth management services can help you here.

Become A Client

We want to know what drives you. Identifying your interests, concerns and goals will help us develop a strategy and plan that are focused on meeting your goals. It’s never too late to get started on sound financial planning. We invite you to experience working with a CERTIFIED FINANCIAL PLANNER™ professional. Learn more about becoming a Buchanan Wealth Management client here.

Matt Says

The discussion of Long Term Care has been put off by many of us for far too long. Maybe the hesitation is because sometimes it’s just easier to put these discussions and decisions off. Learn more about LTC here

I believe the Roth IRA is the most powerful savings vehicle on the planet for retirement savings. Not everyone qualifies for a Roth IRA due to their Adjusted Gross Income (AGI), but for those that do, it’s something each of them should strongly consider. Read more here

Coupon clipping isn’t always a good thing…Read my take on coupons here

Keep up with what I’ve got to say by following me on Twitter: @BuchananWealth

Please click on the link below to view the latest LPL Financial Weekly Market Commentary that provides an overview of the past week’s market events and insight into upcoming market events here