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Invest on a tax-deferred basis

Mutual Funds - allow individuals who may not have large amounts of money to invest, to pool their funds with the monies of others and have those monies managed by professional fund managers. This provides individuals the ability to diversify their investments to achieve their own risk tolerance.

Retirement Plans - To the individual, these are available in traditional and Roth IRAs. The funding vehicles range from fixed products to variable products which allow for investing at various levels of risk to the individual.   

To receive more information about investment opportunities, please use the Contact Us form.
Past performance of an investment is not a guarantee of future performance. Securities sold through Clary Investment and Insurance Planning Corporation, P. O. Box 275, North Easton, MA 02356.
Butler Benefit Group
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Individual Financial Plans