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The LifeDiscovery Process

Every financial decision in life has its ripple effect on the other choices we make. As a financial advisor, are you skilled at helping your clients navigate this intersection of life and money?

Group of advisors
Life Planning Process

Over decades, we’ve developed and refined a method of client discovery for the thousands of advisors on our TAMP. It’s a life-planning process to deliver wealth management advice that places the client’s personal values, goals, motivations and priorities at the center of the financial planning process.

Put the advantage of a leading Advanced Planning team to work for your clients

Better understanding leads to better advice. Our advanced planning insights are your resource regarding the practical implications of the latest changes and applications affected by financial regulations. Our Wealth Planning Research Committee was established to help member advisors by reporting on national policies and trends in finance and the markets.

Their insights lead to educational strategies and advice that will better equip you to confidently engage in planning conversations with your clients. Take your practice to a new level of service with the insight and advantages of our exclusive advanced planning insights.

Michael E. Kitces

MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Head of Planning Strategy

Michael Kitces is a well-known author, podcaster, advisor’s advisor, entrepreneur, and industry thought leader who provides his insights about the financial advisory profession to Buckingham’s Executive Leadership Team. Michael’s insights help the firm determine how to shape its support for advisors and clients into the future. Michael also shares his deep and broad knowledge about financial planning to our Wealth Planning Research Committee. This group is responsible for the research fueling our evidence-based financial planning strategies that, in turn, support advisors on our comprehensive wealth management platform and ultimately, their clients.

Michael Kitces

Differentiate your practice with a turnkey, fixed income offering*

Our Fixed Income Desk builds short-term, high quality bond portfolios, customized for your client’s tax bracket and state of residency, focused on maximizing after-tax returns without sacrificing credit quality. Offer your qualifying clients bond portfolios that are completely customized to their need and less expensive than typical mutual funds. You get the credit, while we do all the work to build, rebalance and re-evaluate as credit ratings shift and bonds mature.

*subject to investment minimums.