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)

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You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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A couple become Retirement Plan Detectives, searching records from old employers.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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