UA-102881369-1

Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

What We Do

Individuals, families, and business owners come to Butler Associates Financial Planners Inc. for their financial, investment, insurance and tax planning needs. As a registered investment advisory firm in the states of Missouri, Illinois and Texas and a licensed insurance agency, our firm is qualified to provide the following services to our clients:

Individual and Family Services


Investment Advisory Services**

  • Traditional Fee-Based Investment Advisory Accounts
  • Third-Party Money Managers
  • Separately Managed Accounts

Financial Planning Services

  • Comprehensive Financial Planning
  • Risk Management
  • Asset Allocation
  • Retirement Planning/Counseling
  • Estate Planning
  • Tax Planning

Investments (offered through FSC Securities Corporation)

  • Brokerage Accounts
  • Common Stock
  • ETFs
  • Other individual securities
  • Mutual Funds
  • Variable Annuities
  • IRAs – Traditional, Roth, SEP, Simple
  • Education Savings: 529, Coverdell ESA

Insurance

  • Life Insurance
  • Disability Income
  • Long-Term Care

Private Business Services

  • Employer-Sponsored Qualified Plans
  • Profit Sharing
  • Defined Benefit Plans
  • 401(k)
  • 403(b)
  • Non-Qualified Plans (e.g., Deferred Compensation Plans; Executive Bonus Plans; Group Carve-Out Plans; and Split-Dollar Life Insurance Plans)


** For additional information on our investment advisory services, please see our Disclosure Brochure.