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Financial Planning & Investment

Creating a financial plan takes time and a genuine understanding of your personal goals – both short-term and long-term – and your tolerance for risk.  At Butler Capital Advisors, you get independent advice & support from experienced professionals committed to guiding you toward financial well-being.  A financial plan can help you:

  • Examine your present financial situation
  • Plan for retirement
  • Accumulate wealth
  • Plan for your child’s college education
  • Leave a legacy
  • Protect what’s important


Client Centered

As independent advisors, we build a plan and provide customized solutions using companies and products that we believe to be in your best interest.  The solutions that we design may include:

  • Account management
    • Traditional IRA or Roth IRA
    • 529 Education Savings Plans
    • Pension Plans / 401k / 403b / 457b Deferred Compensation
  • Personalized investment selection
    • Stocks / Bonds / Mutual Funds / Exchange-Traded Funds (ETF)
    • Real Estate Investment Trusts (REITs)
    • Annuities (Variable, Fixed, Index)
Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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