A Fresh Approach to Planning
Financial planning is simple… but it's not easy. Most people know what needs to be done, but they don’t know where to start, who can help them, or how all the pieces fit together. Along the way they make investments with one advisor or purchase insurance from another, but don’t know whether individual components have been sized appropriately or whether there are other components they need to consider. In the end, piecemeal financial plans leave many questions unanswered. Do I have enough? Can I retire on time? Will my family be taken care of?
Our specialized approach to holistic planning is focused on identifying risks and opportunities and making active planning decisions. Most advisors only focus on the growth aspects of financial planning, and to the detriment of their clients, neglect the protection and eventual distribution of their money. Thankfully for you, we’re not like most advisors!
Over the past 10 years, our team has taken great pride in “picking up where other advisors leave off.” We help our clients create customized holistic financial plans optimized to efficiently grow, protect and distribute wealth.
We'd be honored to help you ensure that your financial future is all you want it to be.
My Mission
My mission is to provide expert guidance to my clients with a vigilant focus on their best interest, helping to implement a comprehensive financial plan well-suited to their respective goals and circumstances.
Guidance for Business Owners
For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions. Contact Jeff Buffum to receive world-class, customized solutions for your business situation.
Succession Planning
Jeff Buffum helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of executive retirement plans and related benefits. Jeff consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.
With a focused expertise on the business owner, Jeff Buffum can provide guidance for any stage of your business:
Focus on Retirement
We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.
Jeff Buffum works with his clients in every phase of retirement planning:
