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Many financial firms charge fees and commissions to simply manage assets. At Buttonwood we focus on your complete financial picture: Tax, Estate, Insurance, Gifting, Cash Flows, Business Planning and more. That's Buttonwood Wealth Management!
As wealth builds life doesn't get simpler - it gets more complex! Our mission is to assist our clients in organizing and taking control of their financial lives.
Whether you are insuring your life, health, income or against the cost of estate tax, managing your risk through the use of insurance is an important financial decision.
As a
comprehensive Wealth Management firm we review all types of insurance policies to make sure the policies you have in place will meet your specific objectives. The policies we review include:
- Property and Casualty coverage for your Home and Autos.
- Umbrella policies for personal and business
- Buy / Sell policies for businesses of all sizes
- Key Man policy for business
- Life insurance - Term, Whole Life, Universal Life and others
- Income Disability policies
- Business Disability policies
- Long Term Care policies
While this is a fairly
comprehensive list, there are always unique characteristics for policies that vary from one insurance company to another.
If you would like a review of your various insurance policies to help make sure the coverage you have is the coverage you need please contact Vince Pastorino or Jon McGraw at 816-285-9000. |
