Team

Creating Financial Plans for Your Business and Family

For many business owners and busy professionals, there's little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

Perhaps you've saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to help ensure that you are on track to meet your long-term financial goals?

That's where Josh Buttrey and his team can help.

Most of the individuals Josh meets have already taken some good steps in their planning; however, those steps are often characterized by unsystematic, disconnected, and partial measures taken over time -- by definition, a piecemeal "plan."

Whether you are concerned about your own financial situation or that of your family or your business, Josh can help you identify your financial planning needs, and then address those needs by helping you create a comprehensive, strategic, and purposeful plan.

Perhaps even more importantly, Josh will partner with you to implement the plan by using appropriate investment and insurance vehicles, building in flexibility to accommodate unknown future changes, and meeting with you regularly to review and update the plan.


Retiring Early With Confidence

Peggy Kilburg was feeling increasingly restless and stressed at work. She thought it would be at least another year or two before she could retire … until her son’s friend at Northwestern Mutual, Josh Buttrey, crunched her numbers.

Joshua David Buttrey, CFP®, RICP®, CLU®
Wealth Management Advisor


Buttrey Financial - Wealth Management and Insurance Services

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