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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


  • 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.