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Dale Buckner, Inc.
Amarillo, TX

Dale Buckner

AIF®, CFP®, MBA
As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
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Meet Dale

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Helping You Achieve Your Life Goals - Dale Buckner
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Retirement Reality Checklist - Dale Buckner
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The Disadvantages of Withdrawing Early from Your Retirement Savings - Dale Buckner
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Custodian to Custodian Transfer - Dale Buckner
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Overcoming Your Instincts - Dale Buckner
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Don't Leave Your Savings on the Table - Dale Buckner
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Net Unrealized Appreciation - Dale Buckner
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Disability and Medicare - Dale Buckner
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How to Invest for College - Dale Buckner
Video Transcripts

Dale Buckner has spent his 29-year career as a financial planner helping people avoid the mistakes that wreck most financial plans. He has the academic credentials: a BS, MBA, the designation as a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Investment Fiduciary®

Dale has hosted a financial radio program for two decades. He's heard it all while in the trenches, solving people's problems and helping guide them through some of…

Dale Buckner has spent his 29-year career as a financial planner helping people avoid the mistakes that wreck most financial plans. He has the academic credentials: a BS, MBA, the designation as a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Investment Fiduciary®

Dale has hosted a financial radio program for two decades. He's heard it all while in the trenches, solving people's problems and helping guide them through some of the most violent market swings in the history of the stock market. His experience and sage advice can help you avoid tragic mistakes like selling at the bottom of a market cycle or buying into a bubble.

Dale helps clients achieve their financial and personal goals using Life Stage Planning, an advanced form of financial planning he developed with the help of the CERTIFIED FINANCIAL PLANNER™ course work.

Dale is a Registered Principal and offers securities through United Planners Financial Services, member FINRA and SIPC. He holds security licenses Series 7, 24, 63, and 65 and has been insurance licensed since 1988. Dale offers financial planning and investment counseling through his Registered Investment Advisory firm, Dale Buckner, Inc. Dale Buckner, Inc. and United Planners Financial Services are not affiliated.

Languages Spoken
Spanish

Services offered

Retirement Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Hourly
Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Education

Bachelors
MBA
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