"Clients don't care about our solutions. They care about THEIR problems." -Brian O. Butler- President
Our business is built on providing direction through life's major transitions.
Retirement Plan Administrators
We help with 401k, 403b, MEP (multiple employer plans), Cash Balance, Split Dollar Plans, MEAP's (Multiple Employer Association Plans), 457 plans, and more...
Filing Final Tax Returns for the Deceased
C.A.P.E's
Trade professionals are in many ways the backbone of our nation’s economy.
Gain financial clarity to build and protect your generational wealth.
Take action to design the financial life you want!
Why is money important to you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Why We Do It
Designing income strategies to help give you financial freedom
Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.