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.