Chase Buckman

Background

About Chase Buckman

My life experience drives my professional passion. While studying retirement strategies in a personal finance class in college, I reached out to my mom to understand how these concepts were practically applied. What I discovered changed everything. My parents, then in their mid-50s, had minimal retirement savings despite their incredible work ethic. The realization that my dad might never be able to stop working hit me hard and highlighted a clear need for greater support. I know there are countless families out there just like mine, hardworking people who deserve the ability to eventually stop working but haven't been shown how to make it happen. I often reflect on how different things might have been for my parents if they'd had a trusted advisor to guide them through their financial journey. I've made it my mission to bridge this gap, combining empathy with expertise to create practical, achievable financial plans. Many of my clients are in their 40s to 50s and are approaching what might be the most significant financial decision of their lives. The choice to stop working requires careful planning and informed support. My commitment to them extends far beyond the moment of retirement itself. I walk alongside my clients for years, building our relationship and refining their financial plan. I’m also there for them as they adjust to this new phase of life and look to transfer their wealth to the next generation. I understand that every client thinks about their finances differently. Some value a collaborative approach where we work as partners to create their financial roadmap. Others prefer clear, direct guidance similar to how a doctor would present treatment options based on diagnosis. I adapt my role to match each client's preferences while maintaining consistent focus on their vision. What stays consistent is my commitment to providing sound and balanced advice. Fostering long-term relationships requires both technical expertise and genuine investment in their success. I measure my impact through my clients' achievements and their progress toward personal goals. Building trust through transparent communication and reliable service forms the foundation of our partnership. If you're looking to create a clearer vision for your financial future, let’s connect.(603) 206-6106 chase.buckman@nm.com Specialties: Multigenerational Financial Planning | Retirement Income | Business Planning & Succession | Education Funding | Tax-Efficient Strategies | Estate Planning