BUCHANANFINANCIALSF.COM

Buchanan Financial is a wealth management company serving clients in San Francisco and the Bay Area. We provide total wealth management, financial planning, investment management, and retirement solutions. Our management process comes with four steps: discovering needs, defining wealth plans, building investment plans, and reviewing wealth plans. Buchanan Financial aims to guide clients and keep their wealth plans on track by providing periodic performance reports, ad-hoc portfolio reviews, on-demand reports, family meetings, and educational events and newsletters... Our team consists of professionals specializing in social security strategy and 401(k) plan administration. We are personal CFOs, CPAs, tax lawyers, and retirement plan advisors who can help clients with estate planning, risk management and fiduciary protection. Our firm started its own foundation in 2018, providing its members with the opportunity to use their time, knowledge, and money to give back to the community...

Also known as: Buchanan Financial

Primary location: San Francisco United States