We’re here to help you and your family coordinate your wealth to support the life you want to live. From growing wealth to protecting it, our plans account for taxes, insurance, and legacy. Our clients often say they finally feel “seen” and understood when we put it all together.

Whether retirement is still in the future or you’re already living your golden years, we help you make the most of what you’ve worked for. Our approach helps simplify complexity, support better decisions, and integrate long-term care, estate, and income planning into one plan.

You wear a lot of hats. We help make sure wealth management doesn’t get lost in the stack. From succession planning to smart benefit structures and personal tax strategies, we tailor strategies to preserve wealth, grow your business, and eventually exit on your terms.

From 1099 income and practice ownership to optimizing tax outcomes and protecting your time, we provide holistic planning that meets the demands of your career and lifestyle. We understand the financial challenges you face and help you gain clarity without adding more work.

As a veteran, Steve personally understands the planning needs of military families. He and the rest of the Buchanan team work together to provide trusted guidance that aligns with your benefits, special pay, pensions, and post-service transitions.

Pilots and airline professionals often have irregular income, unique benefits, and retirement options that demand real coordination. We bring investment insight and tax-smart planning to help you build altitude financially, on a timeline that matches your flight path.