Live the Best Life Possible with the Money You Have

Acting as your financial guide, Butterworth Financial Group, based in Tulsa, Oklahoma, helps you create and implement a plan to achieve your goals.
To live the best life possible with the money you have…

You need a Financial Guide

  • Do you know where you are right now?
  • Do you know where you want to go?
  • Do you know the best way to get there?
  • Are you prepared for the unexpected?
 

The Lifetime Total Care Journey™

We developed The Lifetime Total Care™ journey to guide people of all ages who are planning for, actively preparing for, or immediately facing major life events such as raising a family, receiving an inheritance, selling a business, retirement, divorce, the death of a spouse or partner, or other, often unexpected life events.

We help you identify the best path forward so you can:

  • Confidently enjoy the current and future stages of your life and have each filled with joy, significance, and impact
  • Empower your family to reach its full potential
  • Live the best life possible with the money you have, longer and larger than you ever thought possible

WHO ARE OUR CLIENTS?
  • Our clients are forward thinkers who recognize that money is simply a tool for gaining greater freedom to make choices and live life to the fullest.
  • They hold themselves accountable and have a deep sense of purpose around family, friends and contribution.
  • Our clients are lifelong learners and value the wisdom of knowledgeable people and delegate effectively to those who earn their trust.
  • They smile a lot, embrace life and are a joy to be around as they seek greater simplicity and less worries about the future.

Stocks Up Again

As financial guides we are much more than numbers people. We help you chart a path towards a life of significance and impact and then we walk alongside you on life’s journey.

We know when to lead and when to nudge from behind to overcome the obstacles you face. We are prepared for the unexpected. We know what works. We’re always looking ahead.

Our greatest reward is simply joining you on your journey. This is who we are and what we are known for.

Earnings in the Long Run, and Short
Will You Be OK?

Part of being OK is having enough money. The other part, the bigger part, is being able to protect what matters most and do what means the most. We call this Lifetime Total Wealth.

It starts simply with a clear confirmation of where you are today. Get started today by completing the Will I Be OK Scorecard.

What Does Lifetime Total Wealth Mean to You?

Developing your definition of Lifetime Total Wealth is a giant step forward toward living the best life possible with the money you have, larger and longer than you ever thought possible.

Explore the components of Lifetime Total Wealth and discover what it means to you.

Why We Don’t Expect a June Swoon
Can You Make Work Optional?

If not now, when?
And, for that matter, why not?

We help people think differently about work and retirement. It starts with knowing what it takes to work as much or as little as you like, on what you like, and on what matters most to you.

Services

Our Guiding Services

Financial Planning & Risk Management

This essential discipline builds the foundation upon which your goals are made possible…

Retirement Planning

Ultimately, retirement planning makes your money work for you, and gives you the confidence and freedom to make work optional…

Business Valuation & Succession Planning

The sooner we begin planning for your partial or complete exit, the greater your opportunity to do so on your own terms, when, how, and with whom you want…

Estate Planning & Wealth Transfer

At its core, our specialized expertise helps you align your lifetime financial goals with living a life of significance and impact…

Investment Management

Our North Star is a deep understanding of your goals combined with a relentless commitment to your comfort and confidence…

Tax Efficiency

Acting as personal tax strategists, we help you minimize your current and future tax obligations…

Do You Have Unanswered Questions?

All financial advisors can answer questions about their role in managing your financial assets. But what happens when you take money off the table? Once you are financially OK, what other questions must be asked, what else must be explored? Whether you work with us or not, here are 5 essential questions whomever you are working with needs to ask you.

“The beginner chases the right answers.
The master chases the right questions.”