Services
Financial Planning
Long-term financial security doesn't happen by chance. Take control of your future with customized financial planning services.
Business Planning
Your business is unique, and it takes a personalized business planning approach to help you create, grow and protect your business's value.
Wealth Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.
Retirement Planning
Long-term financial security doesn't happen by chance. Take control of your future with customized financial planning services.
Qualified Planning
Qualified plan benefits are most effective when they are thoroughly understood and properly utilized by plan participants.
Alternative Investments
For more sophisticated investors who are interested in opportunities beyond publicly traded stock and bond markets, alternative investments can play an important role in diversifying your portfolio through broader exposure.
Charitable Giving
Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
Risk Management
In event of death, keep your family covered.
We design life insurance policies with you in mind. These policies can provide temporary protection, cash accumulation or may be utilized as part of an estate plan. Through our association with Northwestern Mutual, we have access to Northwestern Mutual's high-quality, competitively priced life insurance products, including permanent, term, combination and variable policies.
Have peace of mind in the event of a disability.
In the event that you become disabled and are no longer able to earn an income, disability insurance protects you. Your future financial plans do not need to go on hold due to no longer having the ability to work. We work with you on the plan that fits your needs.
Be prepared for long-term care.
Should you need long-term care, being prepared will protect your financial security moving forward. Butterfield Partners plans with you to fund this care, should you need it.