We’re here to help carry the load, so you can focus on what matters most.
Financial planning is about caring, not just calculating. Founded by Mike Butterworth, whose lifelong friendship with someone facing Duchenne Muscular Dystrophy sparked his passion for supporting families with special needs, our firm has grown into a family endeavor. Alongside his son Chris, Mike provides comprehensive financial strategies—making it simpler to handle life’s complexities. From navigating SSI benefits to building retirement strategies, we’re here to help shoulder the burden and bring you confidence.
Start planning for a future you can truly embrace.
Whether you’re raising a child with unique needs, approaching retirement, or planning your legacy, our family-run firm is ready to guide you every step of the way.
Not just advisors—we’re your advocates.
Discover the difference a caring, committed team can make.
Heartfelt Expertise:
Inspired by a personal connection to the special needs community, we understand the day-to-day struggles families face. Our commitment is grounded in lived experience, not just theory.
Father & Son Continuity:
For over 15 years, Chris has worked with Mike, contributing a fresh perspective to a long-standing approach. Their ongoing collaboration blends time-honored practices with innovative thinking, reflecting our commitment to supporting your financial journey.
Transparent Support:
From the simplest questions to the most complex planning hurdles, we’re here to offer honest guidance and walk with you through every milestone.
Comprehensive Service:
While we specialize in retirement planning for those navigating the challenges that can come within special needs planning, we also serve retirees, small business owners, and professionals seeking clarity and confidence for their financial future.
A straightforward process for a lifestyle that’s anything but.
1
Initial Chat: We begin with a conversation—whether by phone, video, or over coffee—to learn about your family, your aspirations, and your concerns.
2
Deep Dive & Review: We gather the important details (financial documents, insurance policies, and any existing plans) to build a comprehensive picture of your situation.
3
Customized Strategy: From planning for special needs trusts* to retirement income strategies, we tailor every recommendation to serve your unique goals.
4
Implementation & Ongoing Care: Once your plan is in place, we help handle the paperwork and maintain regular check-ins to adapt as life evolves.
Check out some of our informational resources!
Are you ready to handle the intricacies of your financial future?
If the answer isn’t a wholehearted ‘yes,’ let’s talk.
We know how quickly uncertainty can overshadow everyday life—especially when you’re balancing medical appointments, navigating school systems, or planning for retirement income. That’s why we take on the heavy lifting and help our clients actually do the hard parts. Our goal is to help you feel prepared and supported, no matter what your future holds.
Contact Us Today!
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Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS)Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. MP Butterworth & Associates, BFCFS, and BFC Planning, Inc. are not affiliated entities. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Our firm does not provide tax or legal advice.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. We are not associated with, or endorsed by, any government agency.
*Butterworth & Associates does not provide legal advice and cannot draft legal documents. We are happy to work with a client’s current special needs planning attorney.
No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs