Joshua Butler

WORK HISTORY

EDUCATION

ABOUT JOSHUA BUTLER

Hope isn\'t a strategy. Our office takes a holistic approach to financial strategy & analysis, which means we focus on what\'s most important to you and do those things first. Try to think of us as your \'financial general contractor\', we can consult with you and are the expert on many aspects of a great financial plan. To fully implement all of the ideas and strategies, there will be additional specialists needed along the way, e.g. Estate Planners, CPA\'s, etc. and we work closely with these professionals. A comprehensive plan should address the following areas for you- Goals- Cash Flow & Income- Portfolio & Investment Allocation- Risk & Protection- Estate Planning- Special ConsiderationsIf you own a business, rental property, commercial real estate or earn income that puts you in a tax bracket higher than 25%, you have a fluid tax situation and it\'s even more important for you to ensure your plan is maximized.While our office is located in Sun City West, Arizona, we work with clients throughout the west valley and broader Phoenix metro area as well as in over 20 additional states. Call or swing by our office and we\'re going to share great ideas with you. If you\'re a great fit and we can deliver meaningful value, we\'re going to lean into that.Tawny, our branch office administrator is an amazing business partner and the two of us are committed to providing you with the highest level of personalized service. Think we may be a good fit? Call our office at 62••••••21 or visit our website at to learn instructions to opt out of Edward Jones commercial messaging and other important disclosures, see