Bucher Wealth Advisors caters to individuals and families that have financial complexities which warrant a disciplined wealth management process grounded in objective, unbiased advice.
This process begins with learning about you- your family, yours goals, your interests, and your values.
Based on these conversations and through the expertise of working with a CFP®, Bucher Wealth Advisors customizes solutions to organize and achieve your family’s goals. These solutions include:
- Managing Income to maintain current lifestyle in retirement
- Minimizing Taxes
- Managing health care costs and Medicare
- Protecting and growing your assets
- Social Security & when to take benefits
- Asset transfer though estate & gift planning
- Managing concentrated stock positions
- Risk Management
- Education Planning
- Liability Management