At Buttonwood Financial Group, we have a lot to be thankful for! In addition to being able to design and implement innovative strategies for our clients, we are thankful for our combined professional network. In 2021, the Buttonwood Financial Team has spent more than 1,200 hours collaborating with CPA’s to digest tax law, attorneys to develop and strengthen estate and business plans, and insurance professionals to protect assets.
Beyond strategy implementation, we are grateful for new technology to keep us working efficiently! Additional workflows and systems added this year have bolstered our mission to empower families to live with financial peace of mind. We settle for nothing less than exceptional service and will do everything we can to continue to fulfill our mission. From solutions to real-world financial problems, to taking day-to-day financial concerns off our clients’ minds, we are beyond thankful for the opportunity to simplify lives and support our clients.
As a group, we have much to be thankful for. As individuals, we also wanted to share some personal thoughts as we approach the holiday season…