Our services are structured so that you only need to think of Buffalo Financial when it comes to your financial questions. We specialize in helping individuals, families and businesses develop sound financial strategies.
”The independent advisors at Buffalo Financial take a personal and proactive approach to financial planning and wealth management.
We begin by learning about what’s most important to you. From there we are able to develop truly customized strategies for managing your wealth that align with your goals and objectives. We don’t just create a plan and hand it over—we take the time to educate you on your financial situation, the opportunities you have, and the pitfalls to avoid. Our firm is uniquely positioned to cater to your needs in these and other areas:
Investment Management
- Risk tolerance determination
- Asset management strategies
- Portfolio diversification
- Retirement income planning
- 401(k)/403(b)/IRA options
- Traditional and Roth IRAs
Financial Planning
- Complete retirement and business planning
- Social Security planning
- Education strategies for accumulation
- Investment strategies for funding
- 529 plans
- Estate planning document(s) review
- Wealth transfer strategies
- Philanthropic planning
- Charitable trust strategies
- Private foundations
- Trust management services
Insurance Planning
- Asset-protection strategies
- Life insurance analysis and review
- Disability insurance analysis and review
- Long-term care insurance
- Property & Casualty Insurance
Business Planning
- Corporate retirement plans
- SEP IRAs/SIMPLE IRAs
- Executive compensation plans
- Business succession planning
- Key person insurance
- As needed, we can engage with strategic partners or work with your existing team of professionals to bring additional insight to your business direction.
Understanding Our Approach.
We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
