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Butler Investment Group

we might be small but our name says it all - B.I.G.

Financial planner in Keller, TX (show on map)
Google 1.0
★☆☆☆☆
1 reviews

Keller, Texas based wealth management services firm offering tailored financial planning and investment management through Signal Securities, Inc.

Call (817) 431-7075
Navigate to Visit website
Butler Investment Group website

About

Butler Investment Group is a DBA offering an array of financial services and products to individuals and organizations. These products and services are provided through our affiliation with Signal Securities, Incorporated.

Signal Securities is an FINRA registered Broker-Dealer and an SEC Registered Investment Advisory Firm headquartered in Fort Worth, Texas. The offices for Butler Investment Group are located in Keller, Texas, a sprawling suburban community north of Fort Worth. At Butler Investment Group our mission statement reads as follows: “To provide the highest quality services, products and knowledge to our clients in helping them to attain their financial goals. To that end, we will never jeopardize the interests of our clients before our own. Simply put, the client comes first and foremost without exception.” We believe financial planning to be the framework for working with our clients. Whether your primary goals are retirement income, estate planning, college savings and/or tax planning, we will address the interdependencies of all your goals to deliver the most appropriate recommendations.

Tailored financial planning
Affiliation with Signal Securities, Inc.
Comprehensive service range including retirement, estate, and tax planning

Services

Retirement Planning and Income Strategies

Tailored strategies to help clients achieve retirement income goals.

Income strategies Retirement income planning

Estate Planning and Charitable Gifting

Planning for wealth distribution and charitable contributions.

Estate planning Charitable gifting

College Education Funding

Planning and funding strategies for college expenses.

College savings plans Tax-advantaged strategies

Tax Planning

Strategies to minimize tax liabilities and optimize returns.

Tax optimization Strategic planning

Investment Management

Fee-based investment management services through Schwab Institutional.

Managed accounts Tax-advantaged plans Hedging strategies

Elder Care Planning

Planning for healthcare and financial needs of aging clients.

Healthcare planning Financial planning

Credentials & Certifications

FINRA Registration
Since 2023-01-01
SEC Registered Investment Advisory Firm
Since 2023-01-01

Reviews

Google
Rating
1
★☆☆☆☆
Reviews
1

Frequently Asked Questions

What is the purpose of an estate strategy? +

An effective estate strategy enables you to manage your affairs during your lifetime and control the distribution of your wealth after death, including healthcare wishes and financial management if unable to do so.

How does the SECURE Act 2.0 affect Required Minimum Distributions (RMDs)? +

SECURE Act 2.0 modifies RMD rules, potentially allowing for Qualified Charitable Distributions (QCDs) to satisfy RMDs while supporting charitable goals, impacting tax efficiency.

What should I consider when choosing a business structure? +

Consider factors such as liability protection, tax implications, and operational flexibility when selecting a business structure like LLC, Corporation, or Partnership.

Contact Butler Investment Group

Butler Investment Group
Category
Financial planner
Wheelchair Accessible
Call (817) 431-7075

Location

Location of Butler Investment Group, 1613 Whitley Rd, Keller, TX 76248 · View on Google Maps

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Get in Touch

Ready to work with Butler Investment Group?

Reach out today to schedule a consultation.

(817) 431-7075

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