We promise to provide a personal, proactive and comprehensive approach to you, the client, with expert guidance and peace of mind as we help you navigate the big transitions in your life, including college planning. Our mission is to lead you and your family towards the achievement of your goals, both personally and financially. We believe we can combine the expert resources and services of a large company with the personal, custom care of a small company. In this time of increasing economic uncertainity, collaboration with a financial advisor is a smart way to achieve personal and financial wellbeing.
Ted Buchan & Company is an independent, fee-only financial planning and Registered Investment Advisory firm specializing in college planning. Unlike other firms, we do not serve the interests of a brokerage firm, bank, or insurance company. Instead, we serve the interests of our individual clients, managing their accounts with the same care and diligence as if they were our own.
Designing and executing the most effective financial strategies and college plans takes time and experience. Our clients are busy and rely on us to manage the complex details of their financial lives, so they can achieve their goals and focus on what matters most to them. Ted Buchan & Company’s definition of success would allow a family to retire earlier with a higher standard of living than they ever thought possible prior to meeting us. Because of our relationship, the family’s financial future is secure and their children have graduated from an incredible college and have begun careers of their own!