Distribute Your Wealth for a Lifetime
If you were to retire today, could you live comfortably? More importantly, could you sustain that lifestyle over a thirty to thirty-five year period? Certified Financial Planner™ Dan Butler is your resource for reaching a secure and fulfilling retirement with his unique approach that focuses not on how much money there is but rather how that money is guarded. He does this by playing defense with your assets—achieving wins by not losing. In
FINANCIAL STABILITY FOR LIFE, Dan provides the retiree with an understanding of:
• how a mutually respectful, interactive relationship with the financial advisor can dramatically assist a successful retirement
• how to interpret and set expectations of various business cycles and historical market data to better understand their respective relationships to account performance
• how the conservative to moderate investment portfolio can provide the client with necessary performance and cash flow to fund a successful retirement
