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Your Financial Butler

Are your finances organized?  Do you know what assets, liabilities, and insurances products you have, where they are invested, and your net worth?  If not, you’re not alone.

At our firm, we provide each client with their own Financial Butler system, which helps you take a proactive approach toward wealth management. We provide the tools necessary to help simplify life, get organized, and regain clarity and control of your current and future financial success.

Some of the most common questions we hear our clients articulate are:

  • When should I retire?
  • Do I have enough money to retire?
  • When should I take Social Security?
  • Should I sell my second home?
  • Can I afford to travel in retirement as much as I would like to?

With The Financial Butler, you can answer these questions and many more. The Financial Butler provides you with your own personal financial website where you can connect everything you own and know what everything is worth, in one single location. You even have a secure digital vault to store your private documents. Now you can finally get organized and integrate your financial life with all of your goals.

Some of the many benefits our clients enjoy with our wealth management technology include:

  • Organization of Your Accounts & Financial Goals
  • Up-to-date Analysis of Your Net Worth, Balance Sheet, & Asset Allocation
  • Budgeting Tools & Alerts at Your Convenience
  • Cash Flow & Retirement Models Made for You
  • Accessibility on Any of Your Devices
  • A Digit Vault for Storage of Important Documents like Insurance Policies, Wills, Trusts, and More

Your Financial Butler is always at your service. Contact us today to learn more.