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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)
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