Butler Financial Your Financial Goals, Our Tailored Advice
Important Tax FAQs

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.

Book for Financial Stability for life

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

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
Navigating Medicare decisions in tricky situations

Retirement & Longevity What encore careers, young dependents and early retirement mean for your...

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ButlerFinancial
7 money moves to help enhance your cash

Retirement & Longevity Sometimes savings can be easier to find if you know where to look. Beyond the...

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ButlerFinancial
Don’t let a natural disaster derail your business

Business Ownership Protect what you built with the right policy and a contingency plan. From tornados and...

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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.

Schedule an Appointment

Book your appointment with one of our CERTIFIED FINANCIAL PLANNER™ professionals.