Services and Solutions

Benefits you can expect from Bukovy Financial

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Service Standards

  • A long term relationship based on honesty, integrity and experience
  • We pride ourselves on our ‘open door’ policy where we are always available and accessible
  • Every telephone call is returned the same day
  • Regularly scheduled contact via call rotations, email, client surveys
  • Our website, provides quotes, free reports and secure online statements
  • Education – Certified Financial Planner (C.F.P.) & Continuing Education
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Retirement Planning

  • Annual retirement plan reviews
  • A written Retirement Income Analysis to ensure you do not run out of money
  • Perspective and clarity of retirement goals and objectives
  • Continuity in working through the various stages of retirement and wealth accumulation
  • Identify financial obstacles and opportunities
  • Identify tax reduction and wealth transfer strategies
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Investment Planning

  • A focused investment approach that provides ease of management and peace of mind
  • Cost effective and tax efficient investment solutions
  • Regular portfolio reviews (biannually or quarterly)
  • Investment reports available at every meeting and upon request via email, mail or online
  • Bestbuilt Portfolios – Portfolio Analyzing Tool
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Strategic Relationships

  • Access to professionals such as accountants, lawyers, Tax & Insurance Specialists
  • Access to the largest financial institutions and leading portfolio managers