facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

FINANCIAL PLANNING

At Buttonwood, we want each of our clients to enjoy a secure and satisfying future. The best way to get there is by building a cohesive plan that allows you to make confident decisions with your money.

When we meet, we’ll discuss what you want your financial life to look like and create a plan. A thorough and thoughtful plan can identify opportunities unique to your stage of life, maximize your employment benefits, and strategize about taxes.

GOALS

INVESTMENTS

Let us solve for the rate of return you’ll need in order to achieve your goals. Then, we can point out the strengths and weaknesses in your current investments, and suggest ways to modify and improve your portfolio.

NET WORTH (DEBTS)

The interest you pay over the full term of a loan can add up. If it makes sense to refinance or pay off your debts, we'll share those thoughts in your plan.

WORKPLACE BENEFITS

We can help you understand all your workplace benefits and how they fit into your own financial goals. More often than not, what’s best for you will be different from your peers.

RETIREMENT

Coordinating your pension benefits, social security, and investments can help you feel more confident in your work and prepared for your retirement.

CAREER

HEALTH

INSURANCE

Your plan shouldn’t be left to chance. A thorough plan will consider the types and amounts of life, disability, and long-term care insurance needed to protect your family. Then, we can evaluate your current coverage to be sure it addresses these needs and is competitively priced.

FAMILY

EDUCATION

Life is easier when your kids are alright, so investing in them may be an important part of your own plan. We can help you weight the pros and cons of the various tax-advantaged education savings plans.

ESTATE PLANNING

Your life’s work is more than financial, although your finances can help carry on your family values.

FAMILY

TIME

CASH FLOW

Before we get technical, we want to learn about your family, any unique needs, your current lifestyle, and your expenses. Balancing your needs can help put time and your investments to better work for you.

TAXES

If our tax projections uncover planning opportunities to reduce your taxes over a lifetime, we can outline strategies that may help you make use of the complex tax code.

Once the planning is done, half the battle is won. You’ll be aware of both the opportunities and possible challenges ahead, and you’ll be armed with the right information to tackle them both. Next, you'll need to invest to bring your plan to life.

INVESTMENT MANAGEMENT