Our services help protect, provide, and plan for a meaningful life.
Though our specialization lies in retirement planning for those navigating the challenges that come with special needs, our approach is comprehensive. We serve a wide range of families—working professionals, pre-retirees, small business owners—anyone seeking clarity and confidence in their financial future.
Here’s how we can help:
Special Needs Planning
- Navigating SSI and SSDI applications
- Setting up plans for special needs trusts
- Guiding families through educational and medical support programs
- We work with your attorney for the legal needs related to special needs planning.
Retirement Income Strategies
- Transitioning from accumulation to income distribution
- Creating sustainable withdrawal strategies
- Maximizing Social Security and pension benefits
Wealth Management & Protection
- Portfolio review, diversification, and ongoing adjustments
- Insurance strategies tailored to protect what matters most
- Proactive tax considerations and legacy planning
Small Business & Executive Strategies
- Business-sponsored retirement plans (401k, SEP, SIMPLE)
- Employee benefits consulting
- Key person and buy-sell agreement support
Legacy & Succession Planning
- Creating and updating plans for wills and trusts
- Helping ensure your loved ones—and causes you care about—are provided for
- Coordinating with legal professionals for a holistic approach
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.
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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