We invite readers to take 5 minutes to view the following video discussion of our Jack and Diane case study. Learn how we can help you define a sustainable retirement lifestyle using our "Financial Planning Snapshot". Be sure to expand the video image using the button at the bottom of the video. Also, check out more Case Studies.
Has Traditional Wealth Management Delivered?
We challenge you to be frank with yourself about how well you have done by following the traditional advice from banks and mutual fund companies. Below, we invite you to see a live interview which aired on CNBC featuring Butler|Philbrick & Associates' own Adam Butler discussing risky retirement planning, as well as some solutions based on our Gestalt Architecture. Our approach is evidence-based, scientific, transparent and powerful.
Ontario Dentist Journal ArticleApril 2011 Butler|Philbrick & Associates published an article, entitled "Volatility Gremlins", in the Ontario Dental Association's official journal, Ontario Dentist.
Butler|Philbrick Team "Laced up their skates" February 2011 Butler|Philbrick & Associates hosted a client skating event at the Air Canada Centre in support of Right to Play's vision to "create a healthier and safer world through the power of sport and play."
Dental Practice Management Journal ArticleDecember 2010 Butler|Philbrick & Associates published a retirement income case study in Oral Health Magazine's "Dental Practice Management" (p. 36).
High Growth Stock Investment SeminarOctober 22-26, 2010 Adam Butler and Mike Philbrick attended the fall 2010 investment seminar for High Growth Stock Investor in Palos Verde, California.
Ontario Dentist Journal ArticleOctober 2010 Butler|Philbrick & Associates published an article, entitled "Risky Business", in the Ontario Dental Association's official journal, Ontario Dentist (pg. 45).
NLDA Quarterly Journal ArticleOctober 2010 Butler|Philbrick & Associates published an article, entitled "False Prophets", in the Newfoundland and Labrador Dental Association's official quarterly journal, Bits and Bites (pg. 13).
NLDA Quarterly Journal ArticleJune 2010 Butler|Philbrick & Associates published an article, entitled "Quirky QWERTY", in the Newfoundland and Labrador Dental Association's official quarterly journal, Bits and Bites (pg. 28).
Reuters News Interview June 2010 Mike and Adam discuss how wealthy clients are looking for plans they can trust with reporter John McCrank.
A Whitepaper for Healthcare Professionals
Investment professionals traditionally prescribe inappropriate saving, investment and retirement solutions for healthcare practitioners. Specifically, in our comprehensive review of wealth management alternatives we discovered that, as a result of poor advice, healthcare professionals often make 4 critical mistakes in planning for their financial independence. Contact us to receive our timely whitepaper.
Butler|Philbrick & Associates
Acting CFOs for Canadian healthcare professionals and their families.
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