Welcome! ButtonWood Advisors, LLC is a Wealth Management Firm that works with a select group of families. We help you organize your financial life so you can find additional time and money to do what you love.  

We accomplish this by acting as your personal chief financial officer. We use a verifiable consultative process to identify where you are now and where you want to go as well as any potential road blocks that could prevent you getting there. We work with a network of professional expert advisors to make sure you have all the needed information to make informed decisions that will help you achieve everything that is most important to you.

We would be happy to meet with you for a Discovery Meeting. The purpose of this meeting is to explore our potential for working together. We work with only a few select client families for whom we can have a tremendous impact. If we are not right for you, we will be more than happy to refer you to someone who better fits your particular situation. Schedule your discovery meeting today by calling 520.318.5543 or email vic@buttonwoodadvisors.com

 

 

Compliance Disclosure

All written content on this site is for information only.  Opinions expressed herein are solely those of Victor L. Hess, CPA, PFS®, CFP™, AIFA™, AEP®, CCPS, CFE, principle of ButtonWood Advisors, LLC.  Material presented is believed to be from reliable sources and we make no representation as to its accuracy or completeness.  All information and idea should be discussed in detail with your individual advisor prior to implementation.  ButtonWood Advisors, LLC is a registered investment advisor in the state of Arizona.  The authors, publisher, and host are not legal, accounting or specific advice concerning your situation.  The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any resident of any state other then the state of Arizona.  Registered investment advisors are legally empowered to provide investment advisory services only to resident of the state in which they are licensed.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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