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Jon Butler

Financial Planner

CFP®

Professional Story

Business Succession Planning, Estate Planning, Insurance Strategies, Military, Retirement Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Financial Education

English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck

Opulence Planning LLC

4356 Fox View Loop Helena, MT 59602
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Opulence Planning LLC Office