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What We Do 2018-06-05T16:38:53+00:00

shaking hands with investment management staff

INVESTMENT MANAGEMENT FOCUSING ON CLIENTS’ GOALS

Russell and the team at Butler Financial Advisors take a wholistic approach, building an overall strategy designed specifically for your goals and circumstances. We do this by first listening and gathering information from you, then by teaching you about the unique and compelling suite of products that may fit. Together, we build a plan intended to help you make and reach your financial goals.

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INVESTMENT MANAGEMENT SERVICES

stock portfolio managementStocks

talking with advisor about bond investingBonds

mutual fund investingMutual Funds

real estate investingReal Estate

variable annuities calculatorVariable Annuities

piggy bank retirement planningRetirement Plans

graduation cap college planningCollege Planning

fee-based wealth managementFee-Based Management

third party money managersThird-Party Managers

TAX SERVICES

through Butler Financial Advisors’ sister company, Butler Tax & Accounting

tax prepTax Preparation

tax planningTax Planning

irs audit representationIRS Audit Representation

INSURANCE

life insuranceLife Insurance

health insuranceHealth Insurance

auto insuranceAuto Insurance

home insuranceHome Insurance

disability insuranceDisability Insurance

long-term care insuranceLong-Term Care

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A DAVE RAMSEY SMARTVESTOR* PRO

Russell Butler is a Dave Ramsey SmartVestor Pro. We align with Dave’s philosophies, and strive to teach and collaborate as we build your financial plan.

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* Dave Ramsey does not endorse investment firms nor the securities offered through Butler Financial Advisors. Working with an financial professional who is part of the Dave Ramsey SmartVestor and MarketGenius programs cannot guarantee investment success or that financial goals will be achieved. Financial professionals pay a fee for participation in this program. To the extent that a financial advisor’s participation in this program is construed to be a testimonial, please note that it may not be representative of the experience of all our clients, or a guarantee of future performance or success.