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.

View Company ADV here

 

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

More Newsletters →