Most people are in significant denial when it comes to estate planning. But, planning provides peace of mind for you and your loved ones with respect to a broad range of issues. I want you to … [Read More...] about Estate Planning
WHY CHOOSE BUFFALO FIRST?
Buffalo First Wealth Management, LLC’s business model is a Registered Independent Advisors (RIA). RIA’s goals are aligned with those of their clients.
Unlike stockbrokers and broker-dealers, RIAs are bound by fiduciary duty, meaning they must put customers’ interests ahead of their own as opposed to Investment Registered Advisor-Broker/Dealers who are under no such obligation; they must simply offer products that are suitable for their clients. We charge asset based fees to manage our client's accounts value.LEARN MORE
Meet Your Team
After spending almost 10 years working for what is called a Broker Dealer, the founders of the firm decided that they were working for the firm, and not their clients. It was then that they created a fee-based advisory services practice. With their previous experience they are able to determine what solutions are in the best interests of their clients.
At Buffalo First we help you to take charge of your financial future no matter what stage of life you are in.
SEE THE 5 FINANCIAL STEPS YOU CAN TAKE TODAY
TO HELP YOU PLAN FOR TOMORROW
Attached is a tax reference sheet for 2020's key numbers. Included is the 2020 income tax rate table and standard deductions, including education deductions. Estate planning amounts are also listed as … [Read More...] about Key Numbers for 2020
The holidays are upon us and in honor of #GivingTuesday on December 3, we decided to share some philosophies of giving. You might not have tons of money to share but you can give back, and improve the … [Read More...] about How to Give Like a Billionaire When You Don’t Have Billions to Give