Core Services - Buttonwood Financial Group

You will find that the services offered by Buttonwood Financial Group far exceed standard financial institutions. Many people complain of being “put in a box” by their financial institutions.

Unlike the common financial firm, we find our clients’ lives are full of complexities and forced compartmentalization of multi-dimensional people does not yield the most ideal financial plan. We insist on treating each person as a unique individual with specific objectives and scenarios that require customized portfolios.

Average financial firms provide the following services:	In addition to those services, Buttonwood’s complimentary services include the following:
Spin-off / Merger / Split / Reorganization Tracking Dividend / Interest / Gain / Loss tracking Monthly Statements Dividend / Interest Collection and Reporting	Asset Management Investment Strategies 401(k) Cash Flow Management Debt & Liability Services Risk & Insurance Tax Preparation & Planning Financial Planning Services Education/College Planning Retirement Planning Goal Planning Estate Planning