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Caring

One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

Independent

We aren't tied to products or services from a single company or family of companies, which makes us free to seek out the most-appropriate products and services for our clients.

Practical

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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<p>Questions to Ask About Medicare</p>

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
Learn More

Meet Our Team

Michael J. Butler

Michael J. Butler

President/Financial Advisor/Insurance

Floyd Ozeck

Floyd Ozeck

Financial Advisor, CPA

Abram Ozeck

Abram Ozeck

Investment Specialist/Financial Associate/Insurance

Steven Butler

Steven Butler

Financial Advisor/Registered Representative

Mike G. Butler

Mike G. Butler

Financial Associate/Life, Accident and Health Insurance Agent

Laura Cofrancesco

Laura Cofrancesco

Advisor Assistant

Christopher Butler

Christopher Butler

Financial Associate/Property and Casualty Insurance Agent

Questions? Comments?

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