Your advisor doesn’t have to recommend the best thing for you. Stunning, right? It’s because the financial services industry is broken. You should be the center of every decision, every action, every recommendation; that is why we exist. We’re your Planning Partner, and we offer advice that is best for you.
Personalized Advice. Because the details matter to you. The details of your life are unique, so our financial planning must be unique to you and your goals for retirement, your children and what you are trying to achieve.
Investment Advisory services are offered through Butler, Lanz & Wagler, L.C., a Registered Investment Advisor.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.