In Case You Cannot Reach Button Financial

Thank you for your continued business with Button Financial. It is my objective to handle your investment needs for you, but at your direction. However, in case I am not available and you wish to have something done related to your account, you have access to your account in a variety of ways.

Sally Jo Button:

Susan O'Grady CFP ®, Agent under Button Financial Power of Attorney, available in case SJ Button is incapacitated:

In the event that there is a short or long term disaster, Susan O'Grady, CFP ®, is an agent under a Power of Attorney to conduct operations for Button Financial and for the personal business for Sally Jo Button. Should Sally Jo become incapacitated, you will be notified, as soon as is humanly possible. The longer the incapacity, the more Susan's job will be to assist you in a transition to another, suitable investment advisor, to help you move your accounts and provide assistance to meet any of your financial planning needs.

Shareholder Service Group:

Pershing, LLC:

If you are unable to reach any of the above, contact Pershing, LLC to access to funds and securities, enter orders and process other trade-related, cash, and security transfer transactions.