Butterfield Financial Services, Inc. is a professional firm working exclusively with mature and retired senior investors to protect and preserve their financial assets including their IRA or other retirement plan and to maintain or improve their standard of living. Originally began business in 1964 and incorporated in 1973 and we have assisted in the preservation of over 12,000 estates.
Services provided: - (1) An IRA Asset Protection and Distribution System which includes a "5 Step Action Plan" that among many, many other things, prevents DOUBLE TAXATION (the combining of income taxes & estate taxes) on IRAs, 401(k)s, 403(b)s, 457 plans and other retirement savings plans when distribution occurs. The need for the "5 Step Action Plan" can be clearly defined by simply answering 20 questions in "Test Your IRA Risk IQ" on this website shown on the left panel. Also, you may call 1-888-668-2962 or Email us TODAY for one of my 138 page books entitled "WHAT THEY DON'T TELL YOU ABOUT HANDLING YOUR IRA OR RETIREMENT PLAN" . (These books are normally sold for $19.95. But one can be yours FREE today just for reviewing our website and calling or emailing us today!)
(2) Protection from probate and losing assets due to spend down requirements by Medicaid are essential to the estate planning process. This is done through Living Trusts, Asset Protection Trusts, Separate Property Agreements, Durable Powers of Attorney and other protective documents.
(3) Even more importantly we provide settlement assistance to families with previously established Living Trusts for our clients who have passed away. To our knowledge we are the only Estate Planners providing that service in the state of Nevada.
(4) Protect Your Assets and Get a Tax Break Too! How would you like an annuity that pays gains based on the stock market, yet helps protect your principal when the market declines and keeps your tax bill down? Here's the opportunity: Through our affiliate agency, Insurance Planning Associates, Inc. many insurance companies have introduced the indexed annuity. Many of these annuities have the following features: 1. Your return each year is based on the increase in the stock market and the gains are tax deferred. 2. If the stock market goes down, your original principal is protected. For more information on indexed annuities and other tax saving features CALL 1-888-668-2962 or Email us today for the free booklet: "SEVEN WAYS RETIREES CAN CUT TAXES"
(5) Long Term Care protection or qualification for Medicaid. - We act as agents and advisors (not salespeople) to find you the best strategy for long term care protection. This does not necessarily mean expensive Long Term Care insurance. Many times this can be accomplished through a properly drafted Living Trust with the right ancillary documents and property agreements. Call 1-888-668-2962 for our 16 page booklet "AVOID MISTAKES IN BUYING LONG TERM CARE INSURANCE". When you call ask about our "Medicaid Asset Protection Plan".
(6) Annuities and Insurance - Through our affiliate agency, Insurance Planning Associates, Inc. we offer Guaranteed Safety of Principal and higher returns while deferring taxes. In addition, earn TRIPLE COMPOUNDED INTEREST. (1. Interest on principal, 2. Interest on interest, 3. Interest on money normally paid for taxes.) Call our toll free number 1-888-668-2962 or email our office to receive one of our FREE booklets "ANNUITY OWNER MISTAKES", "ANNUITY OWNER OPPORTUNITIES" or "THE ANNUITY ADVANTAGE".
Butterfield Financial Services Profile with BBB Online!