Dale Buckner
Registered Principal at United Planners Financial Services | Amarillo, Texas, United States
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Dale Buckner is a seasoned Registered Principal at United Planners Financial Services, where he specializes in retirement planning and financial strategies tailored to help clients achieve their life goals. Based in Amarillo, Dale has earned a reputation as the go-to Retirement Planning Specialist, leveraging his extensive expertise in financial analysis and strategic partnerships to guide individuals toward a secure and fulfilling retirement. With licenses in Series 7, 24, 63, and 65, along with a wealth of experience in insurance since 1988, Dale is well-equipped to navigate the complexities of financial markets and investment vehicles.
At United Planners, Dale is actively involved in innovative projects that focus on Life Stage Planning, an advanced financial planning methodology that emphasizes personalized strategies for clients at different phases of their lives. This approach not only addresses immediate financial needs but also lays the groundwork for long-term stability and growth. His proficiency in various financial instruments, including Universal Life policies, Roth IRAs, and Real Estate Investment Trusts (REITs), allows him to craft comprehensive financial plans that align with his clients' aspirations.
Dale’s commitment to helping clients retire early and enjoy a rich, secure retirement is evident in his hands-on approach to client relationships. He takes the time to understand each client's unique circumstances, ensuring that their financial goals are met with tailored solutions. By fostering a collaborative environment, Dale empowers his clients to make informed decisions about their financial futures, ultimately leading them to a life of financial independence and peace of mind.
Registered Principal at United Planners Financial Services in January 1988 to Present
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Financial Planning
Financial Analysis
Financial Risk Management
Life Stage Planning
Strategic Partnerships
Wealth Management
Retirement Planning
Goal Development
Certified Financial Planner
Series 7
Series 24
Series 63
Series 65
Term Life Insurance
Long Term Care Insurance
Financial Goals
Financial Clinic Radio Show
Economist
Securities
Banking
Investment Banking
Tax Planning
Investments
Investment Advisory
Bonds
Interest Income
Distributions
College Education Planning
Universal Life
Whole Life
Municipal Bonds
Munis
Fixed Income
Certificates of Deposit
CDS
401k Planning
Simple IRA
SEPP
Roth
Roth IRA
IRA
Tax Free Bonds
TDAmeritrade
Fee Based Planning
Stocks
Covered Calls
Reits
Defined Benefit Plan
Estate Planning
MBA
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Discover more about United Planners Financial ServicesWhat is Dale Buckner email address?
Email Dale Buckner at [email protected] and [email protected]. This email is the most updated Dale Buckner email found in 2026.
What is Dale Buckner phone number?
Dale Buckner phone number is +18066703904 and +18066541271.
How to contact Dale Buckner?
To contact Dale Buckner send an email to [email protected] or [email protected]. If you want to call Dale Buckner try calling on +18066703904 and +18066541271. (updated on October 29, 2024)
What is Dale Buckner net worth?
Dale Buckner has an estimated net worth of $150,000 to $249,999
What company does Dale Buckner work for?
Dale Buckner works for United Planners Financial Services
What is Dale Buckner's role at United Planners Financial Services?
Dale Buckner is Registered Principal
What industry does Dale Buckner work in?
Dale Buckner works in the Financial Services industry.
Dale Buckner Email Addresses
Dale Buckner Phone Numbers
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