Services
How We Work
Buttonwood Financial Partners offers a broad range of services to address your wealth management needs. Our team offers comprehensive financial planning through LPL Financial designed to identify gaps and risks in your current strategy that could prevent you from reaching your objectives.
The services we offer include but are not limited to:
Financial Planning
Through LPL Financial
A customized roadmap to address income needs, lifestyle goals and aspirations
Personalized Recommendations
Asset Allocation
Asset Protection
Wealth Management
Retirement Planning
Income Planning
Estate Planning
Education Planning
529 Plans
UTMAs/UGMAs
Net Worth Analysis
Cash Flow Analysis
Cash Management
IRAs and 401(k) Rollovers
Insurance Portfolio Review
Tax Strategies and Consequences
Charitable Planning
Intergenerational Wealth Transfers
Family Limited Partnerships
Investments
Experienced advice and guidance to help you seek to maximize strategies and performance to pursue your financial needs
Stocks
Mutual Funds
Bonds
CDs
Insured Money Markets
Exchange Traded Funds (ETF’s)
Separately Managed Accounts
Preferred Stock
Annuities
Structured Notes
REITs
Public Oil and Gas Limited Partnerships
Managed Futures
401(k)s
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
David.Gray@lpl.com | 480-305-2103