Edward Jones - Financial Advisor: Susan Butler

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Edward Jones - Financial Advisor: Susan Butler I am committed to understanding you and what's important to you. I will use an established process

Through a partnership, I hope to develop a mutual relationship focused on your goals. We will use an established process to build personalized strategies to help you reach them. We can plan for your children and even your grandchildren's education. We will plan for your future retirement and anything unexpected that may come. We will focus on Estate considerations & inheritance all based on your timeline and expectations. We will partner throughout your life to keep you on track.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/16/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/15/2026

We talk a lot about financial goals.

Retirement. Paying off the house. Helping the kids. Traveling. Leaving something behind.

But underneath those goals is something I think is even more interesting: Why does that matter to you?

Two people can have the exact same financial goal for completely different reasons.
And understanding the reason can make a difference when life forces us to choose between competing priorities.

Sometimes knowing what you want isn’t quite enough. It helps to know why you want it.

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the...
10/14/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/13/2026

I wonder how often something moves up our priority list simply because it gets louder.

A headline. A market move. Something someone else is doing. An unexpected expense. An opinion we didn’t ask for.

Suddenly, something that wasn’t even on our radar yesterday feels like it needs our attention today.

Some things really do require us to adjust. But before reacting, maybe it’s worth asking:

Did something important actually change—or did something just get louder?

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/12/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/47bvrzB

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/09/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/08/2026

Sometimes I think the hardest decisions aren’t between something important and something that doesn’t matter. They’re between two things that both matter.

Helping someone you love. Saving for the future. Taking care of something today. Working toward something you’ve wanted for years.

It would be easier if one choice were obviously wrong. But usually life isn’t that tidy.

Sometimes the real question is: when I can’t do everything at once, what matters most right now?

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

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4721 S Cliff Avenue
Independence, MO
64055

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3:30pm

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