Planning

*Neither Buttonwood or its representatives provide tax services or legal advice. Clients should
consult their tax or legal advisor concerning their specific situation.

Tax Strategies*
Tax Strategies
The greatest erosion of wealth is taxes.

At Buttonwood, we do our investment planning for all of our clients’ investments with the three tax-buckets in mind:

  • Taxable
  • Tax-Deferred
  • Tax-Free