Personal Financial Planning

There is more to financial planning than simply, “planning finances”.  Financial planning, at its core, is the process of evaluating your current financial situation creating goals, and developing a strategy to help meet those goals.  We understand the complex nature of financial planning, and help ease the stress of making these decisions.

The Financial Advisors at Buffalo Financial have the knowledge and skills required to analyze your financial situation, helping you create and achieve your goals.  In our role as financial planning consultants, we strive to make sure that you understand the reasoning behind each decision before committing to a strategy.

What to expect from a Financial Planner:

We understand that every client has unique needs. At Buffalo Financial we like to take a custom approach. Whether you may need to develop a comprehensive financial plan or find the appropriate solution for your own personal strategy, we can help guide you through these steps.

Solutions offered through our firm:    

  • Education Funding Solutions
  • Advanced Life Insurance Planning
  • Holistic Retirement Planning
  • Estate Planning
  • Business Continuity Planning
  • Life and Disability Insurance
  • Investment Consolidation
  • Long Term Care Planning
  • 401k Rollovers
Planner shows a couple information on an iPad

Benefits of a Financial Plan

Financial Planning is one of the most crucial steps for any person – regardless of your earned income. It can act as a guide for your future and will help you be in control of your earnings, expenditures and savings. While many understand the importance of financial planning, it often falls to the wayside because of the time involved in the process. Work with Buffalo Financial to make sure that your financial health is in check today.

  1. Achieving Financial Goals
  2. Preparation for Emergencies
  3. Improved Financial Understanding
  4. Improved Standard of Living
  5. Financial Security
  6. Financial Independence
  7. Increased Education and Financial Literacy

Wealth Management Solutions Customized for You.

We offer a wide range of financial planning and investment management solutions for individuals, families and businesses.

Investment Management

Financial Planning

Insurance Planning

Business Planning

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.