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.