People choose to work with me due to my transparency, respect for their unique situation, and desire to best serve them in achieving their financial goals. What this means is every item we discuss together will be centered around your intentions for your financial future. With those in mind, we will design a plan of action that gives you the confidence, clarity, and peace of mind knowing you have a strategy that leads you to accomplish your goals.
Professional Services
- Financial Needs Analysis
- Retirement Planning
- Wealth and Asset Protection Strategies
- Estate Conservation Strategies
- College Funding Strategies
- Personal and Business Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Accredited Investment Fiduciary® , (AIF®)
- Chartered Retirement Planning Counselor (CRPC®)
- FINRA Series 7 Securities License
- FINRA Series 66 Securities License
- Life Insurance License
- Accident and Health Insurance License
- Long Term Care Insurance License
Website: www.devinbutlerfinancial.com