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.
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
“The highest of distinctions is service to others.”
– King George VI
“Always render more and better service than is expected of you, no matter what your task may be.”
- Og Mandino
“You are never too old to set another goal or to dream a new dream.”
- C.S. Lewis
“Success is simple. Do what’s right, the right way, at the right time.”
- Arnold H. Glasow
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