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Estate/Retirement Planning

The professional team at Buckno Lisicky & Company is committed to helping you plan for a financially secure retirement, provide for your family and other beneficiaries, and protect your business - while developing and implementing tax-saving strategies.

Our professionals, working with your other advisors, gain an in-depth knowledge of your financial situation, and apply our expertise to create a written plan. We pledge to continually monitor your insurance, investment, retirement and estate plans as your personal and professional needs change.

Step by step, our comprehensive retirement and estate planning services are designed to improve your net worth, while minimizing taxes. Here's how we do it:

  • Review your financial situation and net worth
  • Advise you on tax strategies and insurance coverage and consult with you on your investments
  • Determine goals for your financially secure retirement
  • Develop a strategy to help you attain those goals
  • Review the strategy on a consistent basis to ensure that your objectives are being met
  • Provide plans to minimize your wealth transfer taxes
  • Analyze and advise you on estate plans and trust agreements
  • Distribute your personal and/or business property effectively, according to your priorities