Lifestyle Management & Enhancement
At Buttonwood Financial Group, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle management and enhancements are additional services we provide to make your life easier and more manageable.
When it comes to managing your lifestyle, we can help devise strategies based on your lifelong goals. These strategies can vary greatly depending on your current position in life. So, whether you need assistance with managing your current lifestyle in order to meet your retirement goals, or you need help managing your post-retirement spending, we're here for you!
If you've met your retirement goals already, but you'd like to make life a little easier or more enjoyable, you should consider some of our lifestyle enhancement and concierge services. These enhancements may include, (but are not limited to) the tasks below:
Allow us to manage payments, so you know you're paying on time and paying the proper amount!
Whether it's your own home or properties you manage, we can help with maintenance needs!
QuickBooks can be time consuming and complicated. Let us help!
Need help keeping your home in order? Our team can assist with home care needs!
We'll make planning a private getaway as easy and stress-free as possible!
If you own a business then you know payroll can be quite the headache. We'll manage that!
Are you ready to explore the benefits of your very own Family CFO?
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.
Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!
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