Bourbonnais
Helping Families and Businesses in Illinois
Bourbonnais
1605 North Convent Street
Bourbonnais, IL 60914
The Buckingham Strategic Wealth team in Bourbonnais earns the trust of its clients by creating holistic wealth management plans driven by their financial goals. We are fiduciaries and fee-only advisors. Which means we adhere to the highest standards of transparency in every aspect of our relationship and never make a decision that isn’t in our clients' best interest. We work with individuals, families, retirement plans and nonprofit organizations to create plans designed to enhance, protect, transfer and donate their wealth in accordance with their values.
The Bourbonnais team has been serving as a trusted advisor since 1998, originally as Solutions for Wealth Management before joining Buckingham in 2016. Because every client is different, we work closely with each one on an individual basis to provide long-term financial solutions. This allows us to ensure that we create the right plan by understanding clients' goals, developing strategies, implementing methods and monitoring progress to help achieve them.
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Enjoy some of our latest resources
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November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.
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November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.
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October 23, 2023
Social Security and Medicare: How to Plan for Next Year
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
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