Professional FINANCIAL MANAGEMENT SOLUTIONS
Bukta Financial has been providing professional financial services for thousands of businesses, non-profit entities and individuals
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WELCOME TO Bukta Financial
YOUR TRUSTED FINANCIAL ADVISOR
FINANCIAL PLANNING
Comprehensive financial planning including cash flow analysis, investment portfolio analysis, legacy and estate advice and more.
RETIREMENT PLANNING
Based on our analysis of your overall financial situation, we will develop a strategy to help you achieve a comfortable and worry-free retirement.
TAX PLANNING
Tax has a significant impact on your financial plans. We will help you take advantage of available tax benefits and avoid unnecessary costs.
Fee-Based Financial Advisor
I am a fee-based financial advisor and CERTIFIED FINANCIAL PLANNER™.
I provide you with a financial plan and help you implement it to manage your assets. I specialize in all areas of financial planning and can provide you with total wealth management.
Your Interests First. Period.
As a fee-based financial advisor, my goal is to understand your unique situation to develop a personalized financial plan that suits you- without conflicts of interest.
For a Confident Retirement
Preparing for retirement can be overwhelming. I’m here to assist in making decisions and developing a retirement plan that works for YOU.
Simplify Your Financial Life
I believe that financial decisions are best made in the context of a thoughtfully considered plan. Financial planning is complex, but I’m here to make it simple for you. Get in touch with me today to simplify your financial life.
Since 2006 Paul Bukta has worked with individual investors and small businesses to customize financial solutions. Bukta Financial takes a fiduciary approach by always putting the client first. Working in YOUR best interest is in OUR best interest.
UNDERSTAND
My first goal is to understand you and your overall financial situation, as well as your goals for the present and future.
ESTABLISH
I’ll work with you to develop a plan that fits your resources and your goals, as well as an implement strategy.
Manage
I’ll manage the process for you and continuously monitor your plan to make sure you stay on course.
LET’S GET IN TOUCH
If you have any question regarding my services, I encourage you to schedule an appointment or phone consultation with me. I am pleased to offer all types of financial services for your specific needs.
CALL
(313) 377-4473