Community Resources
Protect Your Legacy with Thoughtful Planning
Legacy planning is about protecting what matters most to you and ensuring your wishes are honored. Whether you're looking to protect assets, minimize taxes, or provide for your loved ones, we’re here to guide you every step of the way.
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!
Contact Us
We will get back to you as soon as possible.
Please try again later.
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