“Our Mission to you . . . is to listen, learn, plan, protect, invest, monitor and adjust with integrity and purpose.
It’s that simple.”
Our Firm
Butler Financial Services has been part of the financial services landscape here on Cape Cod since 1997. Our journey began by learning first about the importance of life insurance planning and then within a few years migrating towards a full-service financial planning practice. We take pride in working with and helping many different types of folks and don't require a minimum asset valuation to engage with clients.
The bottom line is - we want the best possible financial outcome for our clients and their family.
Investments
Insurance
College Planning
Retirement Planning
Our Services
Simply put, our focus is on our clients and their family. Together, through a collaborative effort, we will review their financial health and well being, and help them prepare for the road ahead.
To that end, we believe in the concept of financial planning and think it's very important to understand all aspects of an individual or family's financial dynamics before making any recommendations or giving advice. This is our preferred first step towards building a lasting relationship with our clients and their family.
When it's time to make any financial decision, it's critical to understand where and how that decision may impact other aspects of a person's life financially. Recognizing how financial choices interact with each other comes from knowledge and experience and should factor into each decision.
Our objective is to help you and your family better manage your life financially with sound advice and feedback. We do this by asking the right questions, understanding the different options available and leaning on the experts in different fields of planning. We believe in this type of team approach.
Our areas of strength and knowledge include the following:
Financial Planning
Asset and Investment Management
Retirement Plan Review
Income Planning
Annuities
Fixed Annuities
Debt and Cash Flow Analysis
Social Security Strategies
Life Insurance
Disability Insurance
Long-term Care Insurance
Small Business Planning
College Planning
Financial Aid Advice
Funding a College Education
529 Plans
Student Loan Analysis
