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
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


Experienced advice and guidance to help you seek to maximize strategies and performance to pursue your financial needs

Mutual Funds
Insured Money Markets
Exchange Traded Funds (ETF’s)
Separately Managed Accounts
Preferred Stock
Structured Notes
Public Oil and Gas Limited Partnerships
Managed Futures

Business Planning

Structure a plan for retirement savings and attract key employees

Defined Contribution Plans
Defined Benefit Plans
401(k) Plans
Deferred Compensation Plans


Seeking to ensure your family’s needs will be met well into the future

Insurance Portfolio Review
Term Life
Whole Life
Universal Life
Variable Life
Long Term Care
Key Man

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. |  480-305-2103