Broker Check

Services

Who we serve

You understand the value of hard work and the importance of preserving your self-made money. At our business, we specialize in providing comprehensive financial services tailored to the unique needs of self-made individuals like yourself. Our team of experienced financial advisors will work closely with you to create a customized investment strategy that aligns with your goals, risk tolerance, and time horizon. We offer a wide range of investment options, including stocks, bonds, real estate, and alternative investments, allowing you to diversify your portfolio and minimize risk. With our experience and industry knowledge, we can help you navigate market fluctuations and make informed decisions to preserve and grow your self-made money.

Wealth Management for self-made money

Wealth Management for self-made money

Our tailored service empowers successful entrepreneurs to safeguard and grow their hard-earned wealth. With professional guidance in investment strategies, tax planning, and estate management, we ensure your financial future is secure, allowing you to focus on continued success. Experience personalized wealth management exclusively crafted for self-made individuals like you.

Private investments for accredited investors

Private investments for accredited investors

Our specialized service is designed for discerning investors with a substantial liquid net worth in the seven-figure range. Gain privileged access to a handpicked selection of exclusive private investment opportunities carefully tailored to hep manage your wealth growth.

Retirement planning

Retirement planning

With our professional guidance, we help you navigate the complexities of retirement, providing personalized strategies that align with your goals and aspirations.

Generational Wealth planning

Generational Wealth planning

Our comprehensive service is designed to help you build and preserve a lasting legacy for future generations. We create personalized strategies that focus on wealth accumulation, preservation, and transfer.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Profit Sharing Plans

Life Insurance

Explore more resources

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn More
Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
Learn More
Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn More

Contact us today

Thank you!
Oops!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

keen@butcherfin.com | (713) 259-1798