Buttonwood Financial Group

About

Do you spend a significant amount of time managing your financial life? What if, like a business, you could have your own Family CFO™?

Story

As wealth builds, life doesn’t get simpler – it gets more complex. At Buttonwood Financial Group LLC℠ our goal is to simplify the financial process for families that would like to protect and grow their money.

Do you spend too much time balancing accounts, reading prospectus, managing your assets? We ask, what if, like a business, you could have your own Chief Financial Officer?

This is the role Buttonwood fulfills for families every day! As your Family CFO we focus on the creation, implementation, and ongoing strategy in your financial life. We provide comprehensive tax, insurance, estate planning, investments, cash flow, retirement, education, and business strategies – all integrated into your life and based around your specific goals.