Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We created a short exercise so we can build a plan to help you work toward your financial goals. Click on the below link to answer a few questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there!
Buchanan & Company is proud to partner with ADP to run payroll for our Clients. To receive our CPA Firm Partner discounted payroll through ADP, click on the below link to directly contact Hazel Morales:
We partnered with Grenier Law Firm, a premier law firm organization where you can create and choose different LLC packages to suit your needs:
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