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CLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead,OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourGIVING BACK
Proudly Supporting The Communities We Serve The Buttonwood Financial Group Team is proud to be an active member of the community through direct participation, volunteer work, and financial support. Each year, Buttonwood is committed to taking a percentage of TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead,OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourGIVING BACK
Proudly Supporting The Communities We Serve The Buttonwood Financial Group Team is proud to be an active member of the community through direct participation, volunteer work, and financial support. Each year, Buttonwood is committed to taking a percentage of TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: WEALTH MANAGEMENT SERVICES KANSAS & MISSOURI Buttonwood Financial Group –Wealth Management Services. As Your Family CFO, our Team will actively manage investments and regularly update you. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking onlineportals.
FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales. BUTTONWOOD INVESTMENT POLICY COMMITTEE UPDATE Buttonwood Investment Policy Committee Update – May 2020. It will be a challenge to accurately measure the rate of change through which we have just lived. As COVID19 began its sweep around the globe, every day saw the implementation of change on an hourly basis – something the world population has never seen before. TAX SAVINGS OPPORTUNITIES FOR BUSINESS OWNERS At Buttonwood Financial Group, our Team remains up-to-date on changes which will affect our clients' financial lives. As Family CFO, we work to simplify the complexity which comes with wealth. One of our areas of expertise includes working with business owners to coordinate and execute customized tax strategy to maximize savings opportunities. The Opportunity If you are TEAM - KYLE HOGAN - BUTTONWOOD FINANCIAL GROUP, LLC Personal. I serve clients as Lead Advisor with Buttonwood Financial Group, LLC, a full-service Wealth Management company with over $350 million in investment assets under direct management. Our vision at Buttonwood is to demonstrate a depth of knowledge, open accessibility, logic-based decision making, and trustworthiness to our clients with UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: BUTTONWOOD INVESTMENT POLICY COMMITTEE UPDATE Buttonwood Investment Policy Committee Update – March 13. Because we are emotional beings we tend to get caught up in the moment and not to see what looks obvious in hindsight. Squirrel! Take the collapse of the tech bubble from 2000-2003 and mortgage meltdown in 2007-2009. Everyone loved everything, until they didn’t. SPECIAL NEEDS TRUSTS FAQ 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 TEAM - BRENT BASTIAN - BUTTONWOOD FINANCIAL GROUP, LLC Director of Operations. Brent is responsible for directing, administering and coordinating the activities of the organization in accordance with policies, goals and objectives of the firm. His primary responsibilities are oversight of the client service department, as well asEASY, SECURE ACCESS
OPTION 2 (If you selected Option 1, you can go directly to Step 3.) 1 Initiate enrollment on your own (requires additional verification steps) Go to schwaballiance.com and click “New User?” 2a Verify your personal information Follow step 2 in Option 1. 2b Authenticate via account securities A list of securities will appear, and you must verify which of these are held in BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead,OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin your FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales. TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead,OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin your FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales. TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales. SCHWAB CLIENT ACCESS Charles Schwab is a registered broker-dealer, and is not affiliated with Buttonwood Financial Group, LLC or any advisors whose names appear on this website. Buttonwood Financial Group, LLC is independently owned and operated. Schwab neither endorses nor recommends Buttonwood Financial Group, unless you have been referredto us through the
WEALTH MANAGEMENT SERVICES KANSAS & MISSOURI Buttonwood Financial Group –Wealth Management Services. As Your Family CFO, our Team will actively manage investments and regularly update you. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking onlineportals.
ESTATE AND LEGACY
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals. LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
TAX STRATEGY
3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 TIME FOR A CHANGE? FIND OUT IF YOU ARE ON TRACK For most, retirement in some form is a worthy goal! Whether retirement means changing your primary residence to the beach, spending more time with family, or simply some well-deserved R & R, there are some core steps to take to reach the lifestyle you desire. APPT-3 - BUTTONWOOD FINANCIAL GROUP, LLC 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 TEAM - VINCENT PASTORINO - BUTTONWOOD FINANCIAL GROUP, LLC Joined Buttonwood Financial Group as a Lead Advisor – 2005. Vice President of Franklin Financial Group at LPL Financial in Kansas City, MO- 2004-2005. Member of the Franklin Financial Group at Prudential (& Wachovia) Securities in Kansas City, MO – 1998 – 2004. Selected to USA Rugby 15s (over 33 years old) for Team America /Classic Eagles TEAM - BRENT BASTIAN - BUTTONWOOD FINANCIAL GROUP, LLC Director of Operations. Brent is responsible for directing, administering and coordinating the activities of the organization in accordance with policies, goals and objectives of the firm. His primary responsibilities are oversight of the client service department, as well as BUTTONWOOD FINANCIAL 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.CLIENT ACCESS
Financial Tools and Access at Your Fingertips One of the many benefits of working with Buttonwood as your Family CFO is 24/7 access to your entire financial life through industry leading technology. We manage the information and strategy; you monitor at your convenience. Looking ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourINSURANCE PLANNING
Buttonwood Financial Group - Insurance Planning Services Insurance coverage is key, but how exactly does it all tie in with your overall financial plan? Buttonwood carefully reviews your insurance policies and incorporates them into your financial strategy. Finances CanGIVING BACK
Proudly Supporting The Communities We Serve The Buttonwood Financial Group Team is proud to be an active member of the community through direct participation, volunteer work, and financial support. Each year, Buttonwood is committed to taking a percentage of TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Jon McGraw President 816-285-9000 | Areas of Expertise Fixed income Business Owner Planning: Entity Structure Employee Benefits Startup Funding Business Sales Real TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: BUTTONWOOD FINANCIAL 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.CLIENT ACCESS
Financial Tools and Access at Your Fingertips One of the many benefits of working with Buttonwood as your Family CFO is 24/7 access to your entire financial life through industry leading technology. We manage the information and strategy; you monitor at your convenience. Looking ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourINSURANCE PLANNING
Buttonwood Financial Group - Insurance Planning Services Insurance coverage is key, but how exactly does it all tie in with your overall financial plan? Buttonwood carefully reviews your insurance policies and incorporates them into your financial strategy. Finances CanGIVING BACK
Proudly Supporting The Communities We Serve The Buttonwood Financial Group Team is proud to be an active member of the community through direct participation, volunteer work, and financial support. Each year, Buttonwood is committed to taking a percentage of TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Jon McGraw President 816-285-9000 | Areas of Expertise Fixed income Business Owner Planning: Entity Structure Employee Benefits Startup Funding Business Sales Real TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other:OUR APPROACH
There are many options available in today’s world of financial advisors. Buttonwood serves in a unique niche; Your Family CFO. While asset managers focus only on investments, our fiduciary role ensures your best interest remains top of mind as we implement your holisticstrategy.
WEALTH MANAGEMENT SERVICES KANSAS & MISSOURI As Your Family CFO, our Team will actively manage investments and regularly update you. We provide you with 24/7 access to your overall financial strategy through our LIFESTYLE ENHANCEMENT Buttonwood Financial Group - Lifecycle Enhancement Services At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are SCHWAB CLIENT ACCESS 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001FAMILY CONTINUITY
Buttonwood Financial Group - Family Contunity Services Our multigenerational approach keeps all generations in your family at top of mind. As children/grandkids grow into young adults and head off to college, there are a number of action items we recommend taking toTAX STRATEGY
3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: TEAM - KYLE HOGAN - BUTTONWOOD FINANCIAL GROUP, LLC Lead Advisor, Buttonwood Financial Group, LLC: 2018 – present; Wealth Management Strategist, Buttonwood Financial Group, LLC: 2015 – 2018; Team Leader, Kansas State Young Alumni leaders association2015 – present
SPECIAL NEEDS TRUSTS FAQ 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 BUTTONWOOD FINANCIAL 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 SERVICES – BUTTONWOOD FINANCIAL GROUP, LLC This is the role Buttonwood fills 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. To learn more about our services, scroll through items below.Get Started.
CLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourGIVING BACK
Proudly Supporting The Communities We Serve The Buttonwood Financial Group Team is proud to be an active member of the community through direct participation, volunteer work, and financial support. Each year, Buttonwood is committed to taking a percentage of TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: BUTTONWOOD FINANCIAL 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 SERVICES – BUTTONWOOD FINANCIAL GROUP, LLC This is the role Buttonwood fills 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. To learn more about our services, scroll through items below.Get Started.
CLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLC A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations. TEAM - BUTTONWOOD FINANCIAL GROUP, LLC Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLC Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourGIVING BACK
Proudly Supporting The Communities We Serve The Buttonwood Financial Group Team is proud to be an active member of the community through direct participation, volunteer work, and financial support. Each year, Buttonwood is committed to taking a percentage of TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: SERVICES – BUTTONWOOD FINANCIAL GROUP, LLC This is the role Buttonwood fills 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. To learn more about our services, scroll through items below.Get Started.
OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to WEALTH MANAGEMENT SERVICES KANSAS & MISSOURI Buttonwood Financial Group –Wealth Management Services. As Your Family CFO, our Team will actively manage investments and regularly update you. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking onlineportals.
MAKING A CAREER TRANSITION IN 2021 Making a Career Transition in 2021. As a multigenerational Family CFO, we regularly guide our clients through career transitions. After an interesting 2020, we found the core values and beliefs of those we work with haven’t changed. However, we have seen a shift in financial goals and objectives – resulting in increased interest incareer
LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
FAMILY CONTINUITY
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.LIFECYCLE ROADMAPS
Buttonwood Financial Group –Lifecycle Roadmaps. As you transition through the various cycles of life, you can count on the Buttonwood Team to make each transition as easy as possible. Whether your parents are moving into assisted living, you are ready to take the plunge into retirement, or you find yourself grieving the loss of your spouse TEAM – KYLE HOGAN – BUTTONWOOD FINANCIAL GROUP, LLC Personal. I serve clients as Lead Advisor with Buttonwood Financial Group, LLC, a full-service Wealth Management company with over $350 million in investment assets under direct management. Our vision at Buttonwood is to demonstrate a depth of knowledge, open accessibility, logic-based decision making, and trustworthiness to our clients with TEAM – BRENT BASTIAN – BUTTONWOOD FINANCIAL GROUP, LLC Director of Operations. Brent is responsible for directing, administering and coordinating the activities of the organization in accordance with policies, goals and objectives of the firm. His primary responsibilities are oversight of the client service department, as well as SPECIAL NEEDS TRUSTS FAQ 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUPLLC
A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations.OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to TEAM - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUPBUTTONWOOD FINANCIAL GROUP KANSAS CITYBUTTONWOOD FINANCIAL KANSAS CITY Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourINSURANCE PLANNING
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals. LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP KANSAS CITYJON MCGRAW OCALAJON MCGRAW VISION PURSUEBUTTONWOOD GALLERY KANSAS CITYBRENDAMCGRAW
Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUPLLC
A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations.OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to TEAM - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUPBUTTONWOOD FINANCIAL GROUP KANSAS CITYBUTTONWOOD FINANCIAL KANSAS CITY Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourINSURANCE PLANNING
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals. LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP KANSAS CITYJON MCGRAW OCALAJON MCGRAW VISION PURSUEBUTTONWOOD GALLERY KANSAS CITYBRENDAMCGRAW
Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit SERVICES – BUTTONWOOD FINANCIAL GROUP, LLC This is the role Buttonwood fills 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. To learn more about our services, scroll through items below.Get Started.
LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales. SCHWAB CLIENT ACCESS Charles Schwab is a registered broker-dealer, and is not affiliated with Buttonwood Financial Group, LLC or any advisors whose names appear on this website. Buttonwood Financial Group, LLC is independently owned and operated. Schwab neither endorses nor recommends Buttonwood Financial Group, unless you have been referredto us through the
FAMILY CONTINUITY
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.ESTATE AND LEGACY
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.TAX STRATEGY
3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001LIFECYCLE ROADMAPS
Buttonwood Financial Group –Lifecycle Roadmaps. As you transition through the various cycles of life, you can count on the Buttonwood Team to make each transition as easy as possible. Whether your parents are moving into assisted living, you are ready to take the plunge into retirement, or you find yourself grieving the loss of your spouse UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: SPECIAL NEEDS TRUSTS FAQ 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001 BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUPLLC
A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations.OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to TEAM - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUPBUTTONWOOD FINANCIAL GROUP KANSAS CITYBUTTONWOOD FINANCIAL KANSAS CITY Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourINSURANCE PLANNING
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals. LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP KANSAS CITYJON MCGRAW OCALAJON MCGRAW VISION PURSUEBUTTONWOOD GALLERY KANSAS CITYBRENDAMCGRAW
Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit BUTTONWOOD FINANCIAL 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 flowCLIENT ACCESS
The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401 (k ABOUT US - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUPLLC
A Fiduciary Responsibility. Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of ten; supported by more than twenty individuals in back-office operations.OUR APPROACH
Our multigenerational approach allows us to look 10, 20, 50 years or more into the future to avoid financial “potholes” we have seen others miss. We have a multigenerational perspective. We implement strategy designed to benefit multiple generations. From legacy, to charitable planning, to annual gifting strategies, our objective is to TEAM - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP Buttonwood Financial Group At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, CONTACT - BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUPBUTTONWOOD FINANCIAL GROUP KANSAS CITYBUTTONWOOD FINANCIAL KANSAS CITY Contact Buttonwood Financial Group Interested in learning more about our Family CFO services? We look forward to meeting you! Our Team stands ready and available for a conversation to explore our services and how they could benefit you and your family. Here is what you can expect as you begin yourINSURANCE PLANNING
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals. LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
TEAM - DANNY HAINJE - BUTTONWOOD FINANCIAL GROUP, LLC Danny Hainje Wealth Management Strategist 816-285-9000 | Areas of Expertise Tax Strategy Personal While attending Rockhurst University, I was able to encounter TEAM – JON MCGRAW – BUTTONWOOD FINANCIAL GROUP, LLCBUTTONWOOD FINANCIAL GROUP LLCBUTTONWOOD FINANCIAL GROUP KANSAS CITYJON MCGRAW OCALAJON MCGRAW VISION PURSUEBUTTONWOOD GALLERY KANSAS CITYBRENDAMCGRAW
Personal. I am blessed to be able to serve clients and community in so many ways! In my primary role as President of Buttonwood Financial, our Team focuses on the financial success for hundreds of families. Through Buttonwood Art Space, 31w31.org and Buttonwood Foundation, I have the ability to positively impact the arts and local non-profit SERVICES – BUTTONWOOD FINANCIAL GROUP, LLC This is the role Buttonwood fills 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. To learn more about our services, scroll through items below.Get Started.
LIFESTYLE ENHANCEMENT Buttonwood Financial Group –Lifecycle Enhancement Services. At Buttonwood, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle enhancements are additional services we provide to make yourlife easier.
FAQS - BUTTONWOOD FINANCIAL GROUP, LLC A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales. SCHWAB CLIENT ACCESS Charles Schwab is a registered broker-dealer, and is not affiliated with Buttonwood Financial Group, LLC or any advisors whose names appear on this website. Buttonwood Financial Group, LLC is independently owned and operated. Schwab neither endorses nor recommends Buttonwood Financial Group, unless you have been referredto us through the
FAMILY CONTINUITY
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.ESTATE AND LEGACY
Finances Can Be Complicated. It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes. The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.TAX STRATEGY
3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001LIFECYCLE ROADMAPS
Buttonwood Financial Group –Lifecycle Roadmaps. As you transition through the various cycles of life, you can count on the Buttonwood Team to make each transition as easy as possible. Whether your parents are moving into assisted living, you are ready to take the plunge into retirement, or you find yourself grieving the loss of your spouse UNIFORM APPLICATION FOR INVESTMENT ADVISER … adviser, list the largest twenty-five offices in terms of numbers of employees as of the end of your most recently completed fiscal year. (2) Days of week that you normally conduct business at your principal office and place of business: Monday - Friday Other: SPECIAL NEEDS TRUSTS FAQ 3013 Main St., Kansas City, Mo 64108. Phone: 816-285-9000. Toll Free: 800-448-9093. Fax: 816-285-9001Skip to content
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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 charitablecauses.
EXPLORE THE BENEFITSWHAT 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 specificgoals.
EXPLORE OUR SERVICESWHO 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 taxreturns.
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 meaningfulwith 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 tosimplify.
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
WE BELIEVE IN ‘PAYING IT FORWARD’ Each year our Team contributes thousands of dollars and hundreds of hours toward making our world a better place. BUTTONWOOD FOUNDATION Every year, The Buttonwood Foundation donates tens of thousands of dollars to support our communities; our client’s philanthropic passions and strives to help make the world a better place. In 2018 alone, we provided financial support for around 100 organizations our Family CFO Team and clients are passionate about.Learn More
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Are you ready to explore the benefits of your very own Family CFO? Schedule a conversation today!Let’s Talk
GET CONNECTED
BUTTONWOOD FINANCIAL GROUP 3013 Main St., Kansas City, Mo 64108Phone: 816-285-9000
Toll Free: 800-448-9093Fax: 816-285-9001
DISCLOSURES
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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 withlittle 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 FinancialGroup.
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 forCarol.
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 withher grandchildren.
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LEAVING A LEGACY
Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningfulwith 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 financialplan.
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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 forPaul & Betty…
In the previous 3 years, they made at least $80,000 each year. It turned out Paul and Betty had a cash flow management issue. Paul & Betty had about 10 different accounts, located different brokerage firms. They also held a number of individual stocks and bonds, as well as CD’s at a variety of banks. The Buttonwood team, after helping with some estate planning needs, established trust accounts, consolidated assets from the multiple accounts and individual holdings into these new trust accounts and began to send out a monthly check. The irony of the situation was that once assets were organized and consolidated cash flows were actually able to be increased and now Paul & Betty live comfortably on about $90,000 per year in income. When interest and dividend checks came in for $100 here or $500 dollars there, the money was simply spent going unrealized. By simply consolidating assets and putting a system for tracking cash flows into place Paul & Betty were able to define their budget, determine expenses, and make their retirement dollars stretch much further than they had been able to do on their own.Close
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REAL ESTATE INVESTMENTS DEMAND TOO MUCH George called us after being referred by his close friend. He was turning sixty-five years old and had worked in the real estate market his whole life. He was comfortable in that arena and his rental homes had treated him right over the years. George’s challenge was that his current rental homes were taking an enormous amount of his time. He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. It was no longer so easy to climb underneath the sink to fix a faucet, and the seemingly never-ending painting took away from his time on the golf course. His goal was to simplify. He had enough assets to be financially comfortable for years if he could find away to create the cash flows that he needed without the work that went with the real estate hecurrently owned.
After reviewing some options to reduce the taxes he would incur when he sold his various properties, we put a program in place that would create liquidity over the next three years. We worked with 1031 opportunities to defer taxes, diversify part of his real estate portfolio, and create additional cash flows. We were also able to utilize proceeds from select sales of real estate and reinvest in a well diversified cash flow generating portfolio. The low tax rates George had enjoyed due to the depreciation of the real estate were maintained by the appropriate use of both tax-free and taxable bonds in his account. A monthly check was deposited directly into his checking account, and the work that had become such a burden with the individual real estate properties was no more.Close
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RETIREMENT
Mike and Lori weren’t sure if their current investments would be enough to fund the dream retirement they were hoping for in 10-years. The 2008 Market Correction had hit their overall financial portfolio hard. While their investment accounts had gradually regained value, Lori expressed concern that if anything similar might happen again before or during their retirement, it could prove quite disruptive to their lifestyle. At the same time, Mike was concerned they hadn’t saved enough. So they decided to seek advice. An Investment Strategy That Made Everyone Happy They came to Buttonwood, wanting safety and growth over the next 10-years, which at first seemed conflicting. But their goal was clear for us: We needed to implement a combined cash-flow, tax, insurance and investment strategy that would have the flexibility to absorb market risk. Our answer: The Bucket ApproThe Bucket Approach Bucket #1 contained safe Investments. This is the bucket that provided ongoing cash-flow in retirement. Subsequent buckets incrementally increased risk and housed growth investments focused on the creation of future income. This risk management strategy allowed us to control potential downside while maintaining the ability to grow assets overtime.
Because Mike and Lori had a decade until retirement and their current cash flow was adequate, we de-emphasized the first bucket and allocated more of their investments to the other buckets. As they come closer to retirement, we will accelerate the first bucket by shifting some of their higher-risk investments into more conservative options. To discuss more in depth our Bucket Approach, give us a call at: (816)285-9000.
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SELLING A BUSINESS
Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into. For most of their lives Richard & Edith had focused on their company. Twenty years ago, Richard had started the small business and Edith joined in as the company grew. Eventually they had over 50 employees and all the responsibilities that went with running a business. The company was a great success However, when the offer came in from a friendly group to buy the company for several million dollars it was simply too good of an offer to pass up. Spending some quality time having fun and living life outside of their business sounded appealing so they worked out the details and sold their business. They had millions in the bank – way over the insurance limit – and that was when it hit them. They were very good at running a business but they only had one chance to correctly invest their life savings, and they needed to do it soon. After talking with friends, their accountant, and attorney they arrived at Buttonwood Financial Group with what seemed like a simple request: Income for life, please! After several meetings with Richard & Edith to make sure we understood the full picture, we discovered that they had done a great job of planning but not implementing. Many legal documents including trusts were written but the trusts were never funded. Powers of Attorney were in place for healthcare but not financial decisions. From there, we went to work. We coordinated updates to their estate planning documents, opened and funded trust accounts, and promptly consolidated assets from over 20 different bank and investment accounts into four appropriate trust accounts. By consolidating accounts, we greatly simplified tax preparation and thus reduced their annual tax bill by more than 50%. To eliminate concerns about big tax draws as quarterly estimated taxes came due, we met with their CPA and established a “tax account”. Then we set in motion a funding process so that funds to pay upcoming tax bills were automatically deposited into the tax account. Last but not least, we mapped out an income strategy that would allow for growth of Richard and Edith’s assets while at the same time providing them a monthly income. Their lives were simplified, and bills and income streams that once needed almost daily review were virtually eliminated.Close
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SO MANY DECISIONS IN RETIREMENT I’ve made it to 60 and can retire… now look at all thesedecisions!
Pat was turning 60 and it was time to retire! Fishing trips, vacations to visit the kids, and doing some part time consulting were all finally going to become a reality. So Pat began to work on some cash flow calculations based upon the information provided to him from his previous employers. One of the jobs that Pat held was with the State of Missouri so there was a pension plan. At another position he had earlier in life, Patrick had a 401(k) plan. Pat also had an IRA, CD’s and regular investments. 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? Should he cash in the State plan and allow the money to grow as he didn’t need it right away? Should he take cash flow he needed today from his 401(k) or from the State retirement plan? How much would he need? What could he take out without causing big tax problems or depleting hisassets??
This was when a friend of his directed him to contact The Buttonwood Team. Pat came to the Buttonwood offices with a big pile of paper and more than 100 questions he had written down on the yellow notebook tablet. We started with question one and statement one and worked ourway through.
In the end, Pat implemented a variety of different strategies, taking advantage of the strengths of each one of the retirement plans and investment accounts that he had. Today Pat is enjoying the life he worked so hard to save for over the years and Buttonwood takes care of all the day to day issues surrounding Patrick’s financial life.Close
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