Ms. Gregg C. Buxton, 1800 Augustine Rd Suite 405, West Palm Beach, FL 33411 TELEPHONE: 561-333-7391 EMAIL: gregg.buxton@lpl.com
I'm a CFP® Professional for over 30 years providing investment advice, wealth management and financial services to individuals, families, corporate executives & retirees. Spent 10 years in the American Express Tower in NYC providing on-site financial services & advice to Amex employees. Joined LPL Financial in 2004 when AEFA was spun-off to Ameriprise. My expertise is financial planning, investments, insurance and Amex benefits. Am proud to be a CFP® which is the most widely recognized designation in the financial services industry, attained by only 87,000 individuals or 20% of all financial advisors.
ARE YOU READY FOR RETIREMENT?
I can help you:
- Plan for an independent & comfortable retirement
- Choose investments that meet your risk tolerance
- Help you save money in taxes
- Accumulate money for a house, vacation home or other goal
- Provide for a child's education
- Provide for your family in the event of a death or disability
- Start an estate plan
My priority is helping you plan for the future and take care of yourself and your family right now. Let me help you answer all the "what if" questions and navigate the ever changing road map of life we are experiencing in a pandemic, a changing economy and a volatile market.
Below is a basic retirement calculator to see if you're on track for retirement.
SEE A SAMPLE PLAN
A Financial Plan can help you:
- Assess if you will have enough income to last a lifetime
- Understand what will happen to your assets over time
- Review estimates of your social security and IRA required minimum distributions
- See how different rates of return will impact the future and your portfolio
- Determine what rate of return to target for your portfolio
- Preview a PLAN in the VIDEO below. Feel more confident now and in the future.
COMPLIMENTARY CONSULTATION
|
