buttonwoodfg.comButtonwood Financial Group, LLC – Your Family CFO. Life Enjoyed. Wealth Appreciated.

Skip to content Home About Us Our Approach Team FAQs Client Success Stories Services Business Strategy Wealth Management Lifestyle Enhancement Family Continuity Tax Strategy Insurance Planning Lifecycle Roadmaps Estate and Legacy Giving Back News & Events Contact Client Access Request Meeting Search for: Search for: Home Search Centered 2021-03-03T21:41:54+00:00 Loading... Enjoy Your Life As wealth builds, life becomes more complex. The amount of time spent managing your personal finances increases significantly, leaving less time to truly enjoy life. Just like a business hires a CFO, we serve in the same role for individuals and families looking to protect and grow assets. Schedule an Informal COnversation Appreciate Your Wealth Your life is unique and deserves a strategy tailored to you . When you work with us, together, we implement forward-looking strategy across your entire financial life. Our focus is ensuring you and your family can enjoy what you’ve worked so hard to build. Explore Our Services Your Own Family CFO You are the CEO of your family. You need a Family CFO to coordinate the complexities of life and wealth. Our decades of experience allow us to anticipate, and proactively address your needs through life’s transitions today, tomorrow and for generations to come. Schedule an Initial Conversation Your Family CFO Buttonwood Financial Group is a comprehensive wealth management firm based in Kansas City, Missouri assisting individuals and families in simplifying the complexity which comes with wealth. Serving as Family CFO, we’ll coordinate and integrate your financial life – including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. With our office also operating as a community art gallery, Buttonwood fulfills a philanthropic passion to give back to the community. We are uniquely dedicated to supporting the arts, education and other charitable causes. EXPLORE THE BENEFITS What We Do At Buttonwood, we believe in the fact that as wealth builds, life doesn’t get simpler – it gets more complex. Our goal is to simplify the financial process for families who would like to protect and grow their money. You are the CEO of your family. Who is your Family CFO? This is the role Buttonwood fulfills for our clients every day! As Your Family CFO, we provide comprehensive tax, insurance, estate, investment, cash flow, retirement, education and business strategies – all integrated into your life and based around your specific goals. EXPLORE OUR SERVICES Who We Work With Client Success Stories We develop, implement, refine and revise customized strategies for each and every client we serve. Are you ready to explore the benefits of your very own Chief Financial Officer? More Cash From Retirement More Cash From Retirement When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns. Read Their Story Bonds Called Bonds Called He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions. Read Their Story Leaving A Legacy Leaving A Legacy Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth. Read Their Story Real Estate Investments Real Estate Investments Demand Too Much He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify. Read Their Story Selling A Business Selling A Business Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into. Read Their Story Retirement Decisions So Many Decisions in Retirement As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe? Read Their Story × Bonds Called Carol is a widow. Her husband, Dwight, had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, Dwight had always handled most of the investment decisions. Dwight did a great job of dotting the i’s and crossing the t’s and when he passed away everything went just as Dwight had planned and Carol was able to work through the estate settlement process with little trouble. Now, a couple years later, statements kept showing up at the house, bonds were being called, cash was building up, and so many of the newsletters and magazines that made perfect sense to Dwight seemed like jibberish to Carol. After receiving a referral from a good friend, Carol was introduced to the team at Buttonwood Financial Group. We met at Carol’s house and spent several hours reviewing what turned out to be more than a two foot high stack of investment statements that had built up. What Carol needed was a good, old-fashioned spring cleaning and that was exactly where we started. Once we boxed up the statements and got them back to the office we were able to implement Buttonwood Wealth Management Solutions (BWMS) software so all of Carol’s investments, bank accounts, CD’s, insurance and estate program were accessible in one location – at any time. There were over fifty-eight different investment accounts, which ranged from assets at brokerage firms to stocks held in dividend reinvestment directly with the companies. In the weeks that followed we were able to establish two trust accounts and two IRA accounts for all the assets to transfer into. With assets consolidated, we were able to establish a regular withdrawal strategy to create a steady and consistent income for Carol. Excess cash from called bonds was reinvested, the hassle from piles of statements was eliminated and Carol went from spending time daily trying to track her investments to finding time to travel and be with her grandchildren. Close × Leaving A Legacy Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth. Leaving inheritances to her three nieces and nephews, as well as a non-profit that was close to her heart, seemed like a dream to Michelle. However, she had no idea how to orchestrate these separate but valuable wishes. A Desire to Make a Difference She sought out Buttonwood, told us her story, and we came back with a proposal. We asked Michelle, “What if you established your own private foundation?” She was very pleased with the idea because it truly matched her values and provided her with the ability to leave a legacy that would reach community as well as her family. One-Year Later She decided to start the Foundation sooner rather than later so she could experience the impact of her efforts firsthand. Fortunately, we had built flexibility into the plan that allowed us to alter it just enough so Michelle could fulfill her dream. Now she spends most of her free-time reviewing grant applications while Buttonwood coordinates her tax, asset management and other financial day-to-day needs. If you’re interested in leaving a lasting legacy, let us show you how philanthropy can be incorporated into your long-term financial plan. Close × More Cash From Retirement My cash flow in retirement isn’t taking me as far as I thought it would. What are my options? Paul & Betty needed cash flow in their retirement. Or so they thought. When Paul & Betty first came to Buttonwood, the need for cash flow was at center of the discussion. When the question arose, how much money they needed each year, the answer was $70,000. However, an interesting thing occurred, once the Buttonwood team reviewed the tax returns for Paul & Betty… In the previous 3 years, they made at least $80,000 each year. ...