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  • Top 10 Questions: Interviewing A Financial Advisor
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    Top 10 Questions: Interviewing A Financial Advisor

    Financial Tips, Subject Matter Expert

Top 10 Questions: Interviewing A Financial Advisor

Whether making a career change, nearing retirement, or organizing your financial life, selecting the right financial advisor can be hugely beneficial and rewarding; but can take time. Over the years, [...]

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  • Making a Career Transition in 2021
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    Making a Career Transition in 2021

    Financial Tips, Subject Matter Expert

Making a Career Transition in 2021

As a multigenerational Family CFO, we regularly guide our clients through career transitions. After an interesting 2020, we found the core values and beliefs of those we work with haven’t [...]

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  • Year End Tax Strategies
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    Year End Tax Strategies

    Financial Tips, Subject Matter Expert, Tax Strategies

Year End Tax Strategies

Near the end of each year we proactively review opportunities through the lens of a trial tax return. Our objective is to surface strategy for tax management of your financial [...]

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  • Family Financial Planning
    Including & Educating Kids About Family Financial Planning
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    Including & Educating Kids About Family Financial Planning

    Financial Tips, Subject Matter Expert

Including & Educating Kids About Family Financial Planning

As the CEO for your family, you are responsible for managing many things: From soccer practice, to virtual learning, you need to lead your family toward a bright future. At [...]

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  • Protecting Your Cyber Security
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    Protecting Your Cyber Security

    Financial Tips, Subject Matter Expert

Protecting Your Cyber Security

If you’ve received calls informing you of your social security number being compromised, you are not alone, and you are not in danger of the US Federal Government coming to [...]

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Business Owners & Executives Should Invest in a Family CFO

Sources Your business is growing. You've finalized your strategic plan and are on track to reach your growth goals. Have you done the same for your personal financial life?   [...]

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  • New Year Financial Checklist: Are You Set Up For Success?
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    New Year Financial Checklist: Are You Set Up For Success?

    Financial Tips, Subject Matter Expert

New Year Financial Checklist: Are You Set Up For Success?

2020 is here, and it's here to stay! While there are many new year resolutions flying around this time of year, perhaps the most important is getting your finances in [...]

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  • Required Minimum Distribution Mistakes & Rules
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    Required Minimum Distribution Mistakes & Rules

    Financial Tips, Subject Matter Expert

Required Minimum Distribution Mistakes & Rules

We often see common mistakes when retirement investors begin taking their Required Minimum Distributions (RMDs). In our role as Family CFO, we proactively work with our clients to ensure your [...]

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  • Year End Tax Preparation
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    Year End Tax Preparation

    Financial Tips, Tax Strategies

Year End Tax Preparation

As Family CFO, we keep tax strategy high on our radar so Uncle Sam isn’t getting more from you than necessary. It’s likely opportunities exist for you to minimize tax [...]

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Get Connected

Buttonwood Financial Group - Kansas City

Buttonwood Financial Group

3013 Main St., Kansas City, Mo 64108

Phone: 816-285-9000

Toll Free: 800-448-9093

Fax: 816-285-9001

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