Financial Advisory and Wealth Management

What are your long-term financial goals? When do you want to retire? Do you have a plan for retirement? How do you want to spend your time in retirement? How are you invested and are your investments on track? These are just some of the areas that we assist our clients in. Sean K Butler, CPA, LLC, in coordination with SKB Advisory, LLC (our independent RIA firm), will help you get where you want to go in life financially speaking. We can help with:

  • Cash Flow and Debt Management
  • College Savings
  • Employee Benefit Optimization
  • Estate Planning
  • Financial Goals
  • Insurance
  • Investment Analysis
  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Tax Planning Strategies