Originally founded in 1993, Buckley Financial specializes in the creative uses of life insurance products and solutions to preserve, protect and grow multi-generations of wealth. We are strongly committed to helping clients achieve clarity in their legacy, succession, and life insurance planning goals and pride ourselves on our process-oriented, client-centric approach to financial planning.

Our core mission is to build lifetime relationships with our clients based upon mutual trust, integrity and respect.

We work with both individuals and businesses in helping them to achieve wealth accumulation, preservation and transfer goals. Based in the Boston area, our clients are located across the U.S. and overseas.

We consciously limit the number of clients we work with and zealously guard their privacy to assure the highest level of personal service.

We are a full-service, independent life insurance brokerage and consulting firm specializing in the structuring and administration of life insurance portfolios for affluent families and businesses. Our typical client engagements include:

• Analysis of trust-owned life insurance portfolios
• Insurance planning for estate, income tax and asset protection
• Business continuity planning for closely-held businesses
• Private Placement solutions for individuals and tax-exempt entities
• Inbound U.S. tax planning for international high net-worth clients
• Life Settlements

A coordinated effort among our clients’ key advisors, including attorneys, CPAs, money managers, family offices and private bankers, helps to ensure that plans are professionally orchestrated, integrated and implemented.