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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


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)
Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
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