North Kansas City, MO
Wealth management is the process of cohesively building and preserving your financial well-being. Our wealth management Team at Buttonwood Financial Group works with you to understand your financial objectives and challenges. We not only develop a customized, comprehensive strategy designed to bring your ideas into reality, but implement that strategy as your Family CFO – with guidance and support along the way.
While there are others in the wealth management industry, we go the extra mile to ensure your life is on track, across generations. As a wealth management firm working across all areas of your financial life, our services provide real impact as our Team of experts implements unique strategies. As a local firm, we intentionally maintain our dedication to Kansas City, its community, and its residents.
With our objective being to simplify the complexities that come with wealth, we meet each of our clients where it is easiest for them; on the web, over the phone, or in our physical office located in Kansas City, MO. We make sure we are readily accessible for you and your ongoing financial needs.
As you prepare for retirement, it is critical to have a solid plan in place. With steadfast strategies, our services work to ensure our clients enjoy their golden years with the lifestyle they’ve always imagined.
One of the most important things to consider when retiring is your financial situation. We work to ensure you have a true understanding of your expenses and how much income you will need to live the retirement lifestyle of your dreams. There are many questions to be answered when developing an accurate retirement strategy. What age do you plan to retire? How much money will you need to live comfortably? How much should you plan for medical expenses? Will you continue working part-time? Or will you rely on pension, social security, investments, and savings?
If you’re like many others, this can all feel a bit overwhelming. Take the first step by meeting with a financial advisor. Buttonwood Financial Group can assess your retirement needs and develop a plan for your unique situation. With our partnership, we can effectively strategize for the retirement you have worked so hard for.
Are you ready to explore the benefits of your very own Family CFO?
Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of twelve; supported by more than twenty individuals in back-office operations. Our fee structure is simple; we are compensated by a flat retainer fee, in addition to a nominal asset management fee.
At Buttonwood, we believe in the fact that as wealth builds, life doesn’t get simpler – it gets more complex. Our goal is to simplify the financial process for families who would like to protect and grow their money.
You are the CEO of your family. Who is your Family CFO? This is the role Buttonwood fulfills for our clients every day! As Your Family CFO, we provide comprehensive tax, insurance, estate, investment, cash flow, retirement, education and business strategies – all integrated into your life and based around your specific goals.
Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!
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