Based on the principles of sound financial planning, Button Financial's
primary objective is to serve you and your needs with
fiduciary care. We help you avoid mistakes
and make the best decisions with your money.
Through financial planning and consultation, we provide understandable and useful information about concepts, regulations,
strategies, markets and products. We also manage portfolios.
What we do has been labeled “financial
life planning,” a style of planning that is directed by
your core values.
Button Financial specializes in Transition Strategies
and Planning (five years before & after retirement),
Sudden Money (inheritance, loss of a spouse, sale of assets),
Unmarried Couples (GLBT Community), Seniors (younger and older seniors),
and Non-Discretionary Money Management.