Serving Up Solutions That Work

At Butler Capital Advisors, we do not approach our work with a “one-size-fits-all” mindset. We understand each situation is different, and we’ll work with you to design a plan that you can feel confident about.

The following includes a list of our services. Please contact us to learn more about how we can best serve you.

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Business & Personal Services

  • Health
  • Life/AD&D
  • Long-Term and Short-Term Disability
  • Long-Term Care
  • Dental
  • Vision
  • Payroll Deduction Plans (Voluntary)
  • Flexible Spending Accounts (FSAs)
  • Health Reimbursement Accounts (HRAs)
  • Section 125 (Plan Design and Administration)
  • Benefits Consulting
  • FMLA Administration
  • Act as liaison between employer and the insurance company or administrator
  • Coordinate health insurance benefits with other employer-provided benefits
  • Provide proposals from multiple insurance carriers at renewal to maintain competitive pricing and benefits
  • Communicate benefits to the employer and the employees
  • Enroll all new employees into the plan(s)
  • Provide assistance with handling claims, communications, and policies and procedures
  • Provide assistance regarding billing and C.O.B.R.A. administration
  • Plan Design and Consulting
  • 401(k), 403(b), 457 Plans
  • Pension/Profit Sharing
  • Simplified Employee Pension Plan (SEP)
  • Simple IRA, Solo 401(k)
  • Plan Design and Consulting
  • Deferred Compensation
  • Salary Continuation
  • Business Overhead — Life/Disability
  • Key Employee — Life/Disability
  • Buy/Sell — Life/Disability

Individual Planning

  • Stocks*, Bonds*, Mutual Funds*, REITS*
  • Life Insurance Planning (Variable*, Universal, Ordinary, Term)
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Annuities* (Variable, Fixed, Index)
  • Health (Individual and Family Plans Both On and Off the Marketplace)
  • Dental and Vision
  • Medicare Plans — Medicare Supplements, Prescription Drug and Medicare Advantage
  • Retirement Income Analysis
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Education IRA
  • 529 Plans (Education Savings Plan)
  • Comprehensive Estate and Wealth Transfer Planning
  • Succession Planning
  • Trust Consultation

Our name is simply our way of reminding you that we are at your service.
Call us today to see how we can serve you.