Financial Planning Services

Our Financial Services department encompasses many areas of finance, including investing, retirement, insurance, savings, estate planning, as well as real estate and business financing. 

With our 40+ years of combined knowledge and experience, as well as a network of established professionals, we can provide a holistic assessment of your financial position. Butler Enterprises Family can guide you through many areas of finance, with the goal to create financial harmony

Please schedule your Complimentary Financial Review, and one of our Investment and Insurance professionals will reach out to get you closer to your financial goals.

Our areas of advisory include:

  • Investment Planning/Asset Allocation

  • Retirement Planning

  • Estate Planning

  • Insurance Planning

  • Cash Flow/Budgeting

  • Personal Financial Planning

  • Business Planning

  • Education Planning

  • Philanthropic planning

Do You Need Access To Financing?

We have a network of Lending Professionals who work within the community to provide relief and resources to those in need. We can educate and guide you throughout the process of accessing these Lenders so you can fund your business or acquire property.

What Is The Paycheck Protection Program (PPP)?

The Paycheck Protection Program provides forgivable emergency loans. The program is designed for “Paycheck Protection” so businesses keep and rehire employees. As a result, if you spend your loan on payroll, rent, mortgage interest, or utilities then the government will forgive your loan so you don’t have to pay it back.

If you need guidance on preparing your PPP or Disaster loan request, please submit an inquiry below. Just provide details about you and your business and we'll help you get the process started!  Please provide as much information as possible. 

Alternative Financing and Banking

We can also provide access to alternative financing and non-traditional banking opportunities for those who have been arbitrarily refused by the traditional banking system. We understand that people can face many financial challenges, so we feel it’s important to provide alternative pathways for people to remain productive members of society.

Please review some of our resources below, and be sure to contact us to show you how these opportunities can work for you!

Additional Resources

 

Fill out the form below for a free financial review!

Contact Us

Credit Assistance:
(310)597-6061

Email Us:
Finance@ButlerEnterprisesFamily.com