Client Success Stories

We develop, implement, refine and revise customized strategies for each and every client we serve. Are you ready to explore the benefits of your very own Chief Financial Officer?

More Cash From Retirement

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.

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Bonds Called

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.

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Leaving A Legacy

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.

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Real Estate Investments

Real Estate Investments Demand Too Much

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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Selling A Business

Selling A Business

Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.

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Retirement Decisions

So Many Decisions in Retirement

As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe?

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