Investments | Debt Management | White Lake, MI | Waterford, MI

248-742-1747

Serving All of Michigan

Butler CPA & Associates, PLLC-logo best

Voted Best of the Best

for 6 Consecutive Years

Retirement Planning Investment Management Service

Mr. Butler holds his investment license by the securities exchange commission / FINRA and passed series 6 and 63 exams. He is a proud HD Vest Advisor and can help you achieve your goals.

 

HD Vest Advisors are committed to helping their clients make the most of their money while avoiding the most common financial pitfalls by following this framework:

In today’s investment environment, it is easy for clients to be overwhelmed by the amount of information available. It seems that the media and so-called “experts” are always telling you what to do with your investments, even though they do not have any knowledge of your specific financial situation.

 

Without professional advice, taking action could be detrimental to their investment goals. As an HD Vest Advisor, I can help you thoroughly assess your entire portfolio before helping you build a long-term investment strategy, diversify your assets, and even deal with tax implications.

Investment management

Cash flow and debt management

Everyone knows they should spend less than they earn, but not everyone actually does it. As an HD Vest Advisor, I can help you evaluate your current and future sources of income, become more efficient with your monthly budgets and set aside cash for emergencies.

Call Butler CPA & Associates, PLLC to schedule your appointment

248-742-1747

Throughout your life, as you pursue long-term goals, some expected and unexpected needs will come your way.

 

Whether it is planning for a wedding, taking a spur-of-the-moment dream vacation, deciding to buy a second home, or facing unexpected expenses due to unforeseen events – no matter how carefully you plan, unexpected financial needs will arise.

 

As an HD Vest Advisor, I can make sure you are well equipped to change your financial game plan without jeopardizing your long-term goals.

Special situations planning

As a business owner, you are likely facing daily challenges such as having enough cash available to take advantage of opportunities when they arise, using the business as a vehicle to save for your retirement and protecting the business from a potentially devastating financial loss.

 

If you run a business, I can assist in dealing with important issues such as employee benefits, business financial goals and risk management. As an HD Vest Advisor, I can start providing input that helps you protect your family, your business and your future.

Business planning

A well-crafted estate plan ensures that what you want to happen will happen – even after you are gone. As an HD Vest Advisor, I can help you avoid the tragic (yet surprisingly common) mistake of putting off estate planning until it’s too late.

Estate planning

All children dream about what they will be when they grow up. A college education can be the most important factor in that dream becoming a reality.

 

The available education planning choices can be confusing for you, and it is important that you have someone helping you who understands how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift, and estate tax situation.

 

As an HD Vest Advisor, I can help you calculate not only how much you will need to save for college, but also which investment products are appropriate for your situation.

 

With my help, you will even be able to figure out how your savings will affect your children’s financial aid eligibility, and how all of this will impact your tax situation.

Education planning

Life expectancies are increasing. Pension plans are disappearing. And early retirement is always an appealing option. Help you form a clear vision of what you want from retirement – and a financial strategy that will help you address your goals.

Retirement planning

A key part of financial planning is helping you protect your retirement savings and their ability to earn income. Many HD Vest Advisors can provide insurance products that will help protect them during unforeseen events.

Family risk management

Make the most of your investments

Endorsed local provider for Dave Ramsey

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