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Michael J. Buckner, CLU®, ChFC®, RICP®, CPC, QPA, QKA®, ASRI

Michael J. Buckner, CLU®, ChFC®, RICP®, CPC, QPA, QKA®, ASRI

Founder and Owner Retirement and Advanced Markets Solutions, LLC

As founder and owner of Retirement and Advanced Markets Solutions, Michael Buckner’s primary goal is to help better the lives of his clients by helping them to not only enjoy their retirement years, but to enjoy them with confidence.

Michael has spent over 30 years in the Financial Services industry and has travelled the country training financial advisors and speaking on many financial topics such as retirement distribution planning, estate planning, charitable giving solutions, executive benefits and business planning, qualified retirement plans and Social Security. He is a published author on various financial planning subjects and has written several articles on the aforementioned topics.

Michael is a graduate of the University of Dayton. He holds the Charted Financial Consultant (ChFC), the Chartered Life Underwriter (CLU), and the Retirement Income Certified Professional (RICP) designations from The American College of Financial Services. He also holds the Certified Pension Consultant (CPC), the Qualified Pension Administrator (QPA) and the Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries. He has also obtained the Associate, Secure Retirement Institute (ASRI) designation as recognized by the Life Office Management Association.

Michael is also an Investment Advisor Representative (IAR) with Sequent Planning, L.L.C., a Registered Investment Advisor. As an IAR, he must act in a fiduciary capacity with his clients.

Michael is married to Desiree and they have two sons (Michael and Brandon), and the family dog (Penny) who is a chocolate Labrador Retriever. Michael is an outdoor enthusiast and contributes to many wildlife organizations.

At Retirement and Advanced Markets Solutions, we know planning for retirement is a complex process. Many things go into a solid financial retirement plan such as longevity, health care, market risk, inflation, work related topics, tax laws and the inclusion of family members. We don’t want you to walk this road alone, and we want you to have a clear understanding of the plan we put in place for you and your loved ones.