Insurance Strategy


Insurance Planning in Kansas City

Insurance coverage is key, but how exactly does it all tie in with your overall financial plan? Buttonwood Financial Group carefully reviews your insurance policies to make sure they fit your financial strategy.

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Life Insurance, Disability & Long-Term Care Review

Make sure you and your family are properly prepared for whatever life throws your way.

Home, Auto & Business Insurance Optimization

With so many different policies, it can be tough to keep track of how much you're spending, and what you're getting in return.

Coordination of Employer Benefits & Individual Policies

If you have two or more insurance plans, you should receive the complete benefit entitlement from each policy.

Medical Insurance, Medicare, FSA, HSA Analysis

Analyzing your different types of health coverage can help you better understand your out-of-pocket expenses.

Finances Can Be Complicated


It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes.


The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.

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Ready to Talk?


Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

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