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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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Goals

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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