Broker Check

How much money do I need to retire?

This is a great question and serving as a Retirement Planning Specialist for over 30 years, I've been asked this quite often.  It really depends on your lifestyle, and because no two people's situations are the same, it can be a tough question to answer quickly.  It's above and beyond a retirement calculator or software package.  It's about meeting person to person and understanding your portfolio and what you want your future to look like.

Tim Buggy, CFP® 

Schedule your consultation with Tim

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with The Buggy Team

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
  • To guide you every step of the way – We specialize in offering financial wellness education.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

Finding the right advisor

It's not just about finding the right investment options.  You owe it to yourself to make sure you are paired with an advisor that specializes in retirement planning, is responsive to your needs, and always has your best interests in mind.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.