Stop leaving your money on the table. BUCA Solutions is a licensed NYC financial professional who builds personalized investment strategies — retirement, wealth building, education savings — without the sales pressure or jargon.
We'll discuss your goals and build a personalized plan within 24 hours.
We'll reach out within 24 hours to discuss your investment goals. Check your email for a confirmation.
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Most New Yorkers either do nothing with their money or hand it off to an algorithm. A personalized investment plan is how you actually build wealth on your timeline, for your goals.
Your income, expenses, risk tolerance, and time horizon are unique. A cookie-cutter ETF portfolio may not be wrong — but it's probably not optimized for you.
Retirement planning in NYC is different. Cost of living, Social Security timing, tax efficiency, and sequence-of-returns risk all matter more here.
Sitting in cash, paying unnecessary fees, or missing tax-advantaged accounts all cost you real money over time. Small changes compound into big differences.
Markets move. Life changes. You need someone who can adjust your strategy when things shift — not an app that just rebalances on autopilot.
IRAs, 401(k) optimization, Roth conversions, Social Security timing — we build a retirement strategy that actually works for NYC's cost of living.
Already investing? We'll audit your current holdings for unnecessary fees, concentration risk, and missed opportunities — with no obligation to change anything.
Start saving for college the right way. We'll help you choose the right account type, contribution strategy, and investment mix for your timeline.
For those focused on long-term growth: taxable brokerage accounts, asset allocation, dollar-cost averaging, and building multiple income streams over time.
The biggest investment myth in NYC is that professional financial advice is only for millionaires. It isn't.
You're earning, but not sure what to do with it. We build a foundation — emergency fund, retirement contributions, investment accounts — that compounds over decades.
College costs, retirement, and day-to-day life all compete for the same paycheck. We help you balance competing priorities without sacrificing long-term growth.
You've been investing on your own — good. But are your asset allocation and fee structure actually optimized? A second set of eyes has caught costly mistakes before.
SEP-IRAs, Solo 401(k)s, and business cash management are all on the table. We build a strategy for business owners who want to invest in both their company and their future.
The earlier you start a 529, the better. We'll run the numbers on contribution targets, investment options, and what happens if your child doesn't use it all.
No judgment. A free 20-minute call with Mike will tell you exactly what to do next — whether you have $500 or $500,000 to start with.
We don't push products or collect commissions on trades. We get paid when you succeed — and that means giving you honest, independent advice.
20 minutes. We learn your income, goals, timeline, and current financial picture. Zero obligation, zero pitch.
We build a tailored investment plan — account types, contribution amounts, asset allocation — based on your specific situation.
We walk you through every recommendation in plain English. You'll understand exactly what you're investing in and why.
Markets change. Life changes. We stay your advisor — reviewing and adjusting your strategy as things evolve.
The best first step is a free consultation to understand your full financial picture — income, existing accounts, goals, and timeline. From there, we build a specific plan: which accounts to use (IRA, 401k, brokerage), how much to contribute, and what to invest in. No minimum to get started, and no commitment required to talk. Most people leave the first call with a clear action list they can execute immediately.
A financial planner focuses on your overall money strategy — budgeting, saving, insurance, and long-term goals. A financial advisor typically focuses more narrowly on investment portfolios and asset management. At BUCA Solutions, we take a holistic view: we look at your full financial life, not just your brokerage account. That means your investments, your insurance protection, and your life goals are all part of the same conversation.
Less than you think. The myth that you need $250,000 to work with a financial professional is outdated. Whether you're building from $500/month or already have a portfolio you want reviewed, we can help. The consultation is always free. What matters more than how much you have today is having a plan — because small amounts invested consistently, over time, make a serious difference.
Robo-advisors are cheap and fine for simple portfolios, but they don't know your full story — your job situation, family goals, insurance gaps, or tax picture. Big firms often have minimums and advisors who rotate clients. At BUCA Solutions, you work directly with Mike: a licensed NYC professional who knows your name, reviews your full financial life, and is reachable when something changes. Life insurance, investments, and real estate all in one place — no handoffs.
Free consultation. No pressure. All 5 NYC boroughs.
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🔒 No spam. We only reach out to schedule your consultation.
Mike will reach out within 24 hours. Check your email for confirmation.