Amy Buck, CFP®, EA

Hi! I’m Amy Buck, owner of Planpath Financial, LLC and if you are planning for retirement, you are at the center of everything I do in my firm.

My expertise lies in leading my clients to and through their best retirement, by maximizing their spending capacity and minimizing their tax bill. When I create plans for my clients, I first take time to listen to how they think about money and what they want their money to do for them. Everyone is different; therefore, each financial plan is unique to the individual.

An educator at heart, I want to make sure you understand my recommendations so you can feel confident about your future. I make sure my clients’ investments make sense for your goals and that they are adequately protecting their assets against the "what ifs" of life. My clients feel confident they are set up to retire according to plan. They have their financial lives in order to take care of those they care about after they are gone.

Life changes, and so do financial plans. I’m with you every step of the way and always only a phone call away. You'll likely enter tax season feeling more prepared than ever and really great about the tax savings strategies that are part of your plan.

I also help you with the human side of financial planning. At times, the emotions that money can bring out could lead you down a trail that takes you away from your intended destination. I'll guide you along the path that leads to where you want to go – even if fear or other emotions try to pull you off track.

For most clients, I do find my ongoing Wealth Management service offering to be the best fit. This service is offered at a transparent flat-fee rate. I've learned many don't understand what their investments cost them or how their advisor gets paid. Here it is crystal clear and extremely fair.

If you are a DIY investor, I do offer ongoing planning services where you manage the actual investments. If you have a need for a specific project-based plan, we can also work together at an hourly rate. If you choose to have us manage your investments, that is included in the Wealth Management service offering annual flat fee, and can be taken from your investment accounts or paid by ACH (paid monthly in advance). All other engagements will be paid by ACH or check.

You can schedule an Inquiry Phone Call/Zoom (15-30 minutes) to chat about your needs, and we can discuss if it might line up with my service offering. If we determine there is potentially a good fit, we’ll schedule a Complimentary Prospect meeting where we will get into more details of your financial life, and I can provide a quote for services.