jon-butler_21ac728e43734e67bcae59e4fe40180e

Jon Butler

Financial Planner

CFP®

Biography

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

Focus Areas

  • 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

Languages

  • English

Fortuna - A digital investment platform & a dedicated financial advisor

CRN201912-180567

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