Seeking a Financial Advisor in Kansas City?

As wealth builds, life doesn’t get simpler – it becomes more complex. At Buttonwood Financial Group LLC, our goal is to simplify the financial planning process for families that would like to protect and grow their money.

Do you spend too much time balancing accounts, researching investment opportunities, or managing your assets? We ask, what if, like a business, you could have your own Chief Financial Officer?

This is the role Buttonwood fulfills for families every day! As your Family CFO we focus on the creation, implementation, and ongoing strategy in your financial life. We provide comprehensive tax, insurance, estate planning, investments, cash flow, retirement, education, and business strategies – all integrated into your life and based around your specific goals.

Hiring a financial advisor is an incredibly personal – and important – decision. This is someone who will be perusing the intimate details of your financial life and could potentially hold your future retirement success in their hands. So when is the time to hire a financial advisor?

There is no one right answer. Some people hire a professional once they acquire a certain amount of wealth.  Other individuals decide to work with an advisor once they no longer have time to manage their own finances. It really  comes down to your financial goals.

Most experts agree that anyone would benefit from working with a financial advisor, no matter their level of income. However, not all financial advisors will be a good fit for you. Before you start working with a financial professional, you need to make sure their approach aligns with your goals.