Buttonwood Financial Inc. Information

Individuals seeking financial freedom have long sought out advisors who could help guide them. For too long these advisors were only accessible by the wealthiest of the population. Buttonwood changed that. With our Group Financial Plan a Buttonwood Certified Financial Planner™ is now within reach of everyone. Financial health is no longer the privilege of the wealthiest. We deliver and help maintain personalized financial plans that have the clients’ best interests at heart. Clients' deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to any investment firm, bank or insurance company can provide. We bring a different approach to financial planning. Our consultative and values-based philosophy helps companies fulfill their fiduciary and legal responsibilities while giving their employees the opportunity to take full advantage of their benefits. This value-added approach results in more motivated employees, higher productivity, better retention and a more satisfying workplace environment. Buttonwood advises companies and their employees about their retirement plans, employee benefits and executive strategies. Our “flagship” Group Financial Plan turns financial planning into a powerful employee benefit, in addition to managing the company retirement plan. Financial planning can also be offered as a stand alone platform.