Butera Wealth Management offers personalized concierge quality financial planning and investment management.
Financial planning is a broad topic covering many different subjects including retirement, college planning, estate planning, tax planning, savings goals, debt structure, insurance review, investment decisions and asset allocation.
Each plan begins with a thorough review of your current financial situation. Just as you would not want a doctor who has not thoroughly reviewed your medical history and symptoms to write a prescription for you, we cannot provide financial advice without understanding your individual financial situation.
Once we have had the opportunity to get to know you and your current situation, we can create a plan that will help you pursue your goals.
On an ongoing basis, we will review your progress, keep you up to date on anything that may need adjusting, and be a trusted resource for anything that involves a dollar sign in your life.
Let us help you answer the important questions and develop a plan that works for you.