Contact us today to find out how we can help with your financial needs.
WHY CHOOSE BUTLER FINANCIAL SERVICES?
We care more about you and your money than anyone who doesn’t share your last name.
We are dedicated to providing investment management, strategic wealth planning, and insurance solutions that are right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
With over 35 years industry experience, Tom’s career has covered the spectrum of Financial Services. His responsibilities have included management, sales, education and public speaking. After attending Gateway College of Evangelism, Tom pursued his financial service education, receiving his Certified Financial Planner® designation in 1983. CFP® consists of six post-graduate level courses, including retirement planning, financial planning, investments, taxation, employee benefits and estate planning. Tom continuously achieves approval by the CFP’s® Board of Standards, Inc., meeting all education and ethical standards. After completing his CFP® studies, he began perusing is education through The American College, achieving the Chartered Financial Consultant designation in 2002. In addition to speaking to various church groups and civic organization he has been instructor of Ministerial Finance at Indiana Bible College for over 20 years. In 1984 he founded Strategic Financial Advisors, Inc, a fee based, SEC Registered Investment Advisory firm. Tom is a Registered Securities Representative with LPL Financial and has also been an SEC Registered Principal. Tom’s firm, Butler Financial Services, provides investment services to numerous clients throughout the Midwest and also serves clients in Alaska, California, Florida, Michigan, and Oklahoma..
Tom’s years of experience have allowed him to work with many successful individuals as well as corporate and non-profit clients in the 401(k), 403(b) and non-qualified arena.
A few are:
Methodist Health Foundation. (part of Clarian Health, the second largest inpatient Health Care System in the Country) Work with current donors in planned gift funding and working with Chief Financial and Operations Manager regarding upcoming capital campaign.
Citizens Gas and Coke Utility. Formulated investment plan and facilitated Structured Settlement for Workers Compensation settlement.
Indianapolis Power and Light. Lead person in negotiation with the IPL Board of Directors and IBEW Union to implement a thrift savings and insurance package. Continued as lead enroller, managing seven additional enrollers to facilitate nearly 2200 employee enrollment.
Hancock County Community Foundation. Worked with President to formulate and enroll employee benefit package.
Anacomp/Xidex. Conducted group employee presentations and supervised enrollment of voluntary payroll deduction plan. Managed enrollment of 7000 plus employees in 35 states.
Tom has served or serves:
• Calvary Tabernacle Church – Board of Directors
• Calvary Christian School – Board of Directors - President
• Hancock County Community Foundation, Professional Advisory Council
• Hancock County Community Foundation, Legacy Properties, LLC - Chairman
• Greenfield Central School Corporation – Academy of Finance - Board of Directors
• Hancock Regional Hospital Foundation – Chair, Planned Gifts Committee
• Hancock Regional Hospital Foundation - Board of Directors
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact our office. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.