During the economic downturn of 2009 that sent the stock and bond markets into a freefall, some clients of Buckley Financial Planning, LLC expressed their thanks to the firm’s owner. While individual portfolios may have reflected some loss during the epic crash, our focus remained on helping our clients limit the effects to their portfolios.
“It just strengthened our approach – why we do things a certain way – and why we stick to our guns,” said Fred Buckley, founder and CEO of the Ohio-based firm. “Out of all of our clients, and through all of that turmoil, we only lost one client, who decided to cash out at that time.”
Typically, when building their clients’ customized investment portfolios, Buckley Financial Planning focuses on risk management first and believes that return will naturally follow from sound planning. “We advise our clients in all aspects of financial planning and wealth management related to their financial matters. We deliver comprehensive service along with our skill, expertise, experience and energy – that’s why people stick with us,” said Buckley.
As a Chartered Financial Consultant®, Buckley founded the independent financial advisory firm in 1996, with transparency, trust and performance as the core values that guides the company’s longevity and success. Five years ago Sean Buckley, a Certified Financial Planner®, joined his father’s firm, and since then the firm is enjoying additional energy and growth brought about by father and son working as a team. Together, they have developed significant short- and long-term goals, including revenue growth, expansion and additional personnel. “Building a very strong, successful practice that my son is fully integrated into as a partnership, so that we have a long-term legacy for our company as well as for our great clients – that is the thing that I am most proud of,” the senior Buckley said emphatically.
When asked by The Suit about his stance on the Dodd-Frank Wall Street Reform and Consumer Protection Act, which aims to create federal regulations requiring all financial professionals to adhere to the same fiduciary standard, Buckley responded, “You cannot legislate morality. As much as some may want to, it really can’t be done.
Politicians attempt to create massive amounts of government regulation and oversight which restricts freedom of business, and ultimately the economy suffers.”
Buckley Financial Planning has always followed a fiduciary standard. Their clients’ interests come first. “Anybody in the financial business who is not doing that should take a hard look at why they are in the business in the first place,” Buckley suggests, adding, “New regulations have not changed how we do business – other than we are compliant with a lot more paperwork and reporting requirements.”
For more information visit: www.buckleyfp.com
