Buxton Financial For Retirement

Buxton Financial created a Financial Plan responsive to our needs and mapped out a retirement framework well into the future. This plan will be the framework to guide our financial decisions with comfort and less stress. Marlene was very thorough, provided excellent knowledge transfer, and helped us make several critical decisions for our finances. Thank you to Marlene!

An independent financial plan had been on my radar for a few years, and I approached Marlene to help me wade through what was a fairly trepidatious topic to me. Marlene was great. She was very personable, knowledgeable, and she exuded positive energy. After a few virtual conversations where I was completely set at ease, Marlene set me up with a comprehensive financial path that, while very detailed, is broken down nicely into actionable steps forward. It was a great experience and I highly recommend her.

What I have now is a clear 15-year plan designed using my goals and my circumstances. I am so impressed with the process and the analyses and conclusions. I also much appreciate Marlene and Rebecca for their help with the technology.