E.A. Buck Financial Services is an independent financial services firm based in Colorado, specializing in retirement planning and wealth management. The company employs between 51 and 200 people and provides personalized financial advice to clients across the U.S. Their services include custom retirement planning strategies that focus on tax efficiency and long-term security, as well as wealth management through affiliated Registered Investment Advisers. The firm utilizes a proprietary five-step planning system called the E.P.I.C. Process, which involves one-on-one consultations to create structured financial plans. E.A. Buck also integrates insurance solutions, such as annuities and life insurance, to help clients mitigate risks and enhance their retirement income. Committed to community engagement, the firm supports local charities and educational initiatives, reflecting its dedication to making a positive impact alongside its financial services.