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Buckley Insurance Group

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The Buckley Insurance Group feels honored that by earning your trust, you turn to us for advice beyond our Medicare, health and life insurance offerings. To connect you with what you need, we’ve partnered with the Retirement Planning Center. This team of professionals can help you navigate the complexities of retirement — whether you need help with one piece, several parts, or all of it.

Why We Recommend Retirement Planning Center

The Buckley Insurance Group shares the same values and the same approach to clients as Retirement Planning Center. We’re both striving to help you understand your options clearly and to achieve the best retirement possible.

Who Is Retirement Planning Center?

Retirement Planning Center was created to bridge gaps in financial planning services so that the customer achieves more in retirement and has a better experience along the way. Its team of financial planning professionals take a big-picture approach that accounts for foundational pieces and risks that many advisors skip or refer elsewhere. The result is a more comprehensive plan that’s also more convenient for you.

Retirement Planning Center believes that every retiree deserves access to the information and guidance that will help them achieve the retirement they envision. But retirement is complicated, and retirement planning services are fragmented and often cater to the wealthiest. Retirement Planning Center is committed to making retirement possible for more, better for those already in it, and successful for all.

What Retirement Planning Center Can Address

✓ Income in Retirement

✓ Taxes

✓ Medicare and Extended-Care Costs

✓ Investments

✓ Retirement Risks

✓ Leaving Your Mark

Guiding You To and Through Retirement™




Ownership & Licensing of Affiliates. The Buckley Insurance Group, Insuractive LLC and Sequent Planning. LLC are under common ownership. Any insurance referenced on the Retirement Planning Center webpages is offered through Insuractive LLC. Any investment advisory services referenced on the Retirement Planning Center webpages are provided through Sequent Planning LLC which is registered as an investment adviser firm with the U.S. Securities and Exchange Commission.

Conflict of Interest. Due to this affiliation and the corresponding financial incentives of owners to receive profits of subsidiaries a conflict of interest exists which biases the objectivity of their advice about or referral of Sequent Planning and Insuractive. A prospective client is under no obligation to visit the website Retirement Planning Center or utilize the investment advisory services of Sequent Planning and the prospective client should conduct his or her own due diligence before engaging Sequent Planning.


Retirement Planning Center (RPC) is a marketing website for general financial concepts and educational materials for products and services offered by insurance agents affiliated with Insuractive, LLC and investment adviser representatives affiliated with Sequent Planning, LLC.

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or investment strategies. This information provided is educational only and intended as a resource to help you locate a financial professional and as an input in the development of investment advice for your specific situation.

There is no guarantee that any investment strategy illustrated will be successful or achieve any particular result. This information is subject to change and does not guarantee future results.

Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.

This site is published for residents of the United States only. Sequent Planning, LLC will only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every investment adviser representative of Sequent Planning, LLC. For additional information please contact the investment adviser representative listed on the site.

Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.

Additional information about Sequent Planning and our investment adviser representatives (referred to as “Advisors”) is also available online at www.adviserinfo.sec.gov or brokercheck.finra.org. You can view our firm's information on these websites by searching for Sequent Planning or by our firm CRD number 160381

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