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Who We Are 2018-06-05T16:30:56+00:00
russell butler

RUSSELL BUTLER

OWNER

12 years of experience, and a driving desire to help people make and achieve their financial goals.

BIO

Russell is the founder of Butler Financial Advisors. He has a passion for helping individuals and families understand how to take control of their finances and achieve their retirement dreams. With over 12 years investment experience, he has worked through many market cycles and can help you understand the risks and benefits of different investment and insurance products and how they fit into your personal plan. He works with clients in implementing a wholistic strategy to help them set retirement and investment goals and have an action plan to accomplish their goals. He has been recognized as a SmartVestor Professional by best-selling author and radio talk show host Dave Ramsey.

Russell completed his education at The American College where he achieved the Chartered Financial Consultant designation. He has his Series 7 and 66 investment professional registrations. He is also an Enrolled Agent — a tax designation that allows him to represent taxpayers before the IRS in audits and appeals. He has prepared tax returns for over 12 years and is a senior partner at Butler Tax & Accounting, LLC.

Russell loves the outdoors, music, sports, and traveling with his wife and son.

Check the background of this investment professional on FINRA’s BrokerCheck.

ARE WE A GOOD FIT?

Pre-Retirement

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Pre-Retirement

We discuss and give you tools to help with budgeting, saving, and getting out of debt. We analyze how your financial decisions affect your lifestyle and taxes now and in the future. We help you understand the benefits and disadvantages of each type of investment account — IRA, Roth IRA, HSA, 401(k), trust accounts, and individual and joint accounts. We also discuss life, disability, and health insurance.

Near Retirement

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Near Retirement

We develop income and investment strategies meant to help you have a comfortable retirement. We seek to minimize the effects of taxes, inflation, and longevity risks to your retirement income strategy. We help you navigate complex Social Security decisions and understand the different filing strategies. We also review your life insurance, long term care insurance, and Medicare needs.

In Retirement

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In Retirement

We analyze and help you understand what you currently own, and how your assets might reasonably be expected to last through your retirement. We help you understand how your financial decisions will affect your taxes. We also help you understand the taxes and accessibility that your beneficiaries will encounter and ensure that your strategy matches your wishes.

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