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Helping You Navigate Today's Financial Environment

I understand that we all face unique financial challenges and the list of financial concerns and considerations facing us today are seemingly endless. Since I started as a financial advisor in 2004, I have seen the good, the bad, and the ugly. And there are no easy answers or a strategy that fits everyone.

Buck Wealth Management, founded by Dustin Buck, is a financial services practice committed to an exceptional and personalized client experience.  We have a passion for building client wealth and for providing financial education, advice, and services tailored to each client's needs.  We are dedicated to helping our clients invest strategically, reduce exposure to taxes, meet your insurance needs and provide a plan to leave a legacy by successfully transferring your wealth to your children and grandchildren.

I can provide you with the following financial services:

  • Managed asset plans - professional fee-based portfolio management through LPL Financial
  • Retirement planning - to design an investment strategy to help you work towards all of your retirement goals
  • Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  • Cash flow analysis - for everyday budgeting
  • College planning - long-term planning to ensure you’re ready

Learn more about my background and financial planning philosophy. You can call 916.579.5160 or send an email to Dustin at dustin.buck@buckwealth.com to schedule a free, no obligation initial consultation.

Helpful Content

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Retiring the 4% Rule

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What Is a Stretch IRA?

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Enter various payment options and determine how long it may take to pay off a credit card.

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How federal estate taxes work, plus estate management documents and tactics.

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The importance of life insurance, how it works, and how much coverage you need.

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There are some key concepts to understand when investing for retirement

Tax Management Strategies

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Using smart management to get more of what you want and free up assets to invest.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What to Do When You Lose Your Wallet

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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