We are retirement planning experts and do our best work with:
Your Free Retirement Assessment
A 3-step process showing how you can improve retirement success + lower your tax bill.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction, If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes".”
Still have Questions? Keep Reading…
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Yes! In fact, given our expertise in retirement & tax planning for people over age 50, we have clients all over the United States.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
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We are a commission-free (a.k.a. fee-only) retirement & tax-planning firm. Our fees depend on your needs and complexity and are a transparent line item on every statement.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not ButlerJeffrey.
One transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning. Our goal is to lower your taxes, invest smarter, and create a reliable income in retirement.
Schedule your first phone call with us and going through our Free Retirement Assessment process will help you make an informed decision about working with our firm and others you may be considering.
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We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.
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There are three really important things about our firm that separates us from others:
1. All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don’t run out of money.
2. We limit the number of new clients we take on to deliver massive value and personalized service.
3. We invest in industry-leading technology to simplify our clients’ lives and make retirement easy.
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Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.
Step #1: Schedule Your 20-minute Phone Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs.
This is NOT a sales call. The purpose of this call is to answer your questions + determine if there is a potential fit between our expertise and your needs.
After we hang up, you will have one simple question to answer: “Does it make sense for Joe and his team to create a Free Retirement Assessment & Tax Analysis for me?”