Technology & Innovation Learn about a few simple things you can do to protect your personal information...
Your Financial Goals, Our Tailored Advice
Daniel E. Butler, founder of Butler Financial, shares stories of his many years in financial planning in his book, Financial Stability for Life. Sign up to receive a complimentary printed copy and start your journey to financial confidence today.
True Wealth Is A Matter Of Deciding What You Want to Achieve With Your Capital And Ultimately Living Within Your Means.
- Daniel E. Butler, Author of Financial Stability for Life
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Friendly Expertise
Butler Financial is comprised of a focused team of seasoned advisors that put your financial goals first. We’ve developed a soft, caring touch after closely serving families for generations.
Who Do We Help: Individuals, Families, and Retirees
Butler Financial works to seamlessly integrate advanced financial advising into your busy schedule. We can provide planning with an eye on the future while making targeted wealth management moves for long-term security and happiness.
A Foundation of Trust
At Butler Financial, we believe honest and trusting communication is key to a happy relationship. We work to understand what matters most to you so we can help achieve your goals. We treat you like family because we care what happens to yours.
401(K) and 403(B) PLANS
Employers, their employees and their beneficiaries all benefit from having a retirement plan in place, but they can be tricky to navigate. With our experience and novel processes, we have been able to improve traditional retirement plan offerings.
Some of Our Resources
ButlerFinancial
Putting more life into the 10-year rule
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Retirement & Longevity Non-eligible designated beneficiaries have 10 years to draw down inherited...
ButlerFinancial
Spring clean your finances
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Family & Lifestyle Streamline planning for the future by getting organized. Spring is the perfect...
Our Fees
Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide.
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