Client Success Stories
More Cash From Retirement
When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.
Bonds Called
He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions.
Leaving a Legacy
Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.
Real Estate Investments
He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.
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