Effective Game Plan
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EXPERIENCE THE DIFFERENCE

TOTAL CLIENT CARE CAN MAKE

When you work with a financial advisor, you expect money to be managed and requests to be fulfilled. After all, that’s what client service is all about. But when you work with a team who’ll be by your side for all the financial decisions you’ll face in life – both big and small – that’s only the beginning of Total Client Care.

We specialize in guiding our clients through life’s many transitions – from the first day of a new career to the day they’re able to live life on their own terms and beyond. The important thing to remember is that you are not alone – we will take this journey together. It’s the difference between having someone looking after your money, and having a team of committed professionals dedicated to looking after you. And that’s the difference you’ll find here at Butterworth Financial Group.

How about a second look? If you have a financial plan you’d like us to review in light of your life today and your goals for tomorrow, let’s look it over together. 

You Deserve To Understand What’s Happening With Your Money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Butterworth Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

1 QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money with as many or as few details as you’d like.

At BFG, we’re about much more than results – we’re building a partnership with you to help you pursue your goals with a strategy that serves you. Whether you’re investing hundreds or millions, we want you to be as hands-on or hands-off with your investment strategy as you want to be.

2 QUESTION

Can you handle the complexity of my situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

3
QUESTION

What are you going to do with my money?

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by personalizing a plan with BFG’s proprietary investment strategies and processes, designed to help you pursue those goals.

Discover The Right Investment Strategy For You.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

Next

We Focus on You So You can Focus On Life.

When you work with a team who’ll be by your side for all the financial decisions you’ll face in life – both big and small – that’s only the beginning of TOTAL CLIENT CARE.

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    Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.

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    Comprehensive Wealth Management

    Many of our best clients rely on our team for guidance on all aspects of their financial lives. Wealth management is about more than building a solid investment portfolio. It brings together elements of all the services our team provides to ensure your personal and business assets are working together as efficiently as possible.

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    Retirement Planning

    Is it time to make “work optional“?

    A place in your future where work is optional – you have enough to do what you want – when you want- on your own terms. It’s different for every person.

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    Financial Planning

    Our best clients realize that true financial independence involves more than a well-constructed investment portfolio. Financial planning helps you identify a path that allows you to enjoy life in the present and accumulate wealth so you can live comfortably in the future.

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    Investment Management

    The investment portfolios we build for our clients rely on the proven principles of asset allocation and diversification. We add value by maintaining discipline, avoiding unnecessary risks, tax efficiency and minimizing fees, not with speculation or chasing short-term trends. Asset allocation and diversification do not guarantee a profit nor protect against loss.

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    Risk Management & Wealth Preservation

    A sound financial plan should protect your family from the unexpected. Accidents, illnesses and disabilities are always difficult to endure.

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    Income Tax Planning

    We are sensitive to the tax issues associated with financial planning and investment management, because no one wants to pay more taxes than necessary.

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    Estate Planning & Wealth Transfer

    Whether it’s providing income for a spouse, educating children or grandchildren, or leaving money to your favorite charity, proper estate planning helps ensure that the wealth you’ve accumulated over your lifetime is preserved and used for the purposes you intend.

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    Charitable Giving

    Philanthropy can bring great personal satisfaction, enabling you to witness the impact of your generous support of the causes and organizations that matter most to you.

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    Private Trust

    One of the most important decisions in estate planning is who to name as trustee.

    Download One Of Our Free Guides.


    3 Methods to Not Run Out of Money

    What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.


    4 Mistakes People Make With Their First Million

    Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

    Insights

    Butterworth Financial’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.

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