The 2nd Opinion Service

This service is designed for people who want to retire soon. The title is an analogy to getting a second opinion from a doctor. It’s about wanting to have confidence.    Here is the process

  • We have a conversation about your goals and objectives.
  • We collect your financial information.
  • We review your retirement plan and provide investment advice.
  • We fine tune our proposal based on your feedback until you are satisfied.
  • You can decide to become a client or leave with a lot of useful information. The decision is yours! 

We charge a flat fee for this service. It is quoted during our initial conversation.
For more details about this service, please click here.

The 6-Month Financial Checkup By Butera Wealth Management

Investment Consulting Service

  • We manage cost effective globally diversified portfolios. We charge an advisory fee based on assets under management.
  • We use investment vehicles including (mutual funds, ETF’s, stocks, bonds, and alternative investments) to manage portfolios.
  • We can open accounts with various registrations (Individual, Joint, TOD, IRA’s, Trust, Estate, etc.).
  • We use multiple accounts with different investment objectives to help retirees manage volatility while taking income. 

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Insurance Products

These products are proposed based on each client’s situation.

  • Annuities could be used to guarantee principal or income. 
  • Life Insurance to supplement lost income or for estate planning purposes.
  • Long Term Care to potentially avoid asset depletion.
The 3 Wealth Management Issues by Butera Wealth Management

The Wealth Management Issues

We provide ongoing advice for our clients as it relates to these issues.

Financial Management

  • Budgeting and Cash Flow analysis
  • Investment Consulting
  • Tax Efficiency and Minimization Strategies
  • Risk Management and Insurance

Career Management

  • Benefit Plans
  • Stock Incentives & Deferred Compensation
  • Career transition
  • Retirement planning

Legacy Planning

  • Estate Planning
  • Gifting
  • Philanthropy