Derick Buckley: Guiding Clients to Financial Peace of Mind

Brent Meyer, founder of SafeMoney, interviews Derick S. Buckley, a certified IFW financial professional and the principal of The Buckley Insurance Group, LLC. In this discussion, they delve into Derick’s unique approach to retirement planning, his commitment to client success, and his insights on the industry.

Spotlight interview with Brent Meyer and Derick Buckley 

Brent Meyer: Derick, thank you for joining me today. Let’s start with your retirement planning philosophy. What’s the core principle that drives your approach?

Derick Buckley: Thank you, Brent. Our philosophy is simple: financial education goes beyond numbers. It’s about helping people ‘Get There’ and live their best lives in retirement. We strive to provide clear, unbiased, fact-based financial guidance and solutions that allow our clients to enjoy retirement without the stress of running out of money.

Brent Meyer: That’s a powerful vision. Your agency is well-regarded for its client-first approach. Can you tell us about your experience and the reputation you’ve built?

Derick Buckley: Certainly. While we are primarily a Medicare agency, we’ve built a solid reputation in the industry. We’re proud of our A+ rating with the Better Business Bureau and our 5.0 Google review rating. These accomplishments reflect our commitment to excellence and client satisfaction.

Brent Meyer: Integrity and ethics are critical in this industry. How does your certification as an IFW financial professional influence your practices?

Derick Buckley: As a certified IFW professional, I’ve undergone rigorous training to ensure I always prioritize what’s best for my clients. Transparency is key, and we aim to provide unbiased solutions tailored to each client’s unique needs. Our A+ BBB rating further underscores our dedication to ethical practices.

Brent Meyer: Choosing the right financial advisor is a significant decision. What advice do you have for individuals seeking an advisor?

Derick Buckley: I advise individuals to find an advisor who offers independent, unbiased solutions to their specific challenges. It’s also important to work with someone flexible, who can adapt and provide solutions as new challenges arise.

Brent Meyer: The financial industry is constantly evolving. How do you stay updated on trends and changes?

Derick Buckley: Staying informed is crucial. We receive daily updates and weekly newsletters covering industry changes, legislative updates, and economic trends. This ensures that we’re always prepared to guide our clients effectively.

Brent Meyer: When it comes to financial planning, what strategies have you found to be most effective?

Derick Buckley: We begin with a thorough fact-finder and in-depth conversations to understand each client’s goals and challenges. From there, we craft solutions to reduce risk, create guaranteed income that clients cannot outlive, and establish effective wealth transfer strategies to leave a lasting legacy.

Brent Meyer: Education is a vital aspect of financial empowerment. How do you help your clients build financial literacy?

Derick Buckley: We leverage SafeMoney’s videos, articles, and newsletters to educate our clients. Providing accessible resources empowers them to make informed decisions about their financial futures.

Brent Meyer: Finally, what are your long-term goals as a financial advisor?

Derick Buckley: My ultimate goal is to ensure that every client we meet is in a better financial position than when we first met. We aim to help them truly enjoy retirement, provide peace of mind, and create a legacy for their families.

Conclusion

At The Buckley Insurance Group, led by Derick S. Buckley, financial planning is more than a profession—it’s a mission to help clients achieve their retirement dreams. As a certified IFW financial professional with an A+ BBB rating, Derick exemplifies trust, transparency, and excellence.

Whether it’s crafting strategies for guaranteed income, protecting wealth, or empowering clients through education, Derick’s approach is rooted in personalized care. His belief in “helping people ‘Get There’” isn’t just a slogan; it’s a commitment to delivering retirement peace of mind.

Clients across New Jersey turn to Derick and his team for their deep expertise in Medicare and retirement planning. By blending tailored financial solutions with unbiased guidance, The Buckley Insurance Group ensures every client is equipped to face the future confidently.

If you’re ready to take control of your financial future and enjoy a stress-free retirement, visit Derick’s SafeMoney.com advisor page or contact him directly at 732-746-3320.

With a foundation of integrity and a passion for creating financial security, Derick Buckley is helping New Jersey residents navigate the complexities of retirement and build legacies that last.

Closing Statement from Brent Meyer:

“At SafeMoney.com, we believe in celebrating the advisors who go above and beyond to serve their clients with integrity and dedication. That’s why we created this spotlight series—to highlight the professionals making a meaningful impact in their communities.

Financial planning is deeply personal, and choosing the right advisor can be life-changing. By sharing stories like Derick Buckley’s, we aim to inspire confidence and trust, while helping people understand the value of working with experienced, client-focused professionals.

Thank you for joining us, and we will continue to introduce you to more incredible advisors in the future!”