A Complete Financial System

A Financial System Built to Last Generations

Whether you’re building wealth or turning it into income for life, I help families coordinate every dollar so it works harder, stays within reach, and passes on.

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Nate Butler · Retirement Income Specialist
Serving families virtually in all 50 states
Choose Your Path

Start Where You Are

Building wealth or turning it into income, each path starts with a one-hour virtual conversation.

Building Wealth

Make Every Dollar Do Two Jobs

For families and business owners who want growth they can count on, money they can reach when they need it, and one plan that ties it all together.

Capital Coordination Session Read how it works
Retiring or Retired

Income That Lasts as Long as You Do

For people within 10 years of retirement, or already there, who want to know their money will keep up with the life they planned.

Retirement Income Diagnostic Read how it works
How It Works

Three Conversations, One Coordinated Plan

Every meeting is virtual, on your schedule, wherever you live.

Step 1

We Talk

An hour on what you have, what you want your money to do, and what worries you. You leave with clarity whether or not we work together.

Step 2

I Run Your Real Numbers

Taxes, fees, timing and market risk, measured on your actual accounts. You see what’s working, what’s leaking, and what it’s costing you.

Step 3

You Get One Plan

A written, coordinated plan you can follow, with every piece working together. We put it in place and revisit it as life changes.

Nate Butler, Retirement Income Specialist
Meet Nate
“My job is to make sure what you’ve built keeps working for you, and for the people who come after you.”

I’m Nate Butler, a Retirement Income Specialist. For 20 years I’ve helped families coordinate their savings, insurance, and retirement income into one plan, so each dollar does more than one job.

I’m independent, so I work for you, not a single company. I work with clients virtually in all 50 states and Puerto Rico.

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20years helping families
500+families served nationwide
50 + PRlicensed in every state and Puerto Rico
Independent · The carriers I work with
Penn Mutual
A+
AM Best · Superior
Since 1847$48B assets
MassMutual
A++
AM Best · Superior
Since 1851$366B assets
North American
A+
AM Best · Superior
Since 1886$47B assets
OneAmerica
A+
AM Best · Superior
Since 1877$36B assets
Athene
A+
AM Best · Superior
Since 1896$292B assets
Allianz Life
A+
AM Best · Superior
Since 1896$211B assets
Global Atlantic
A
AM Best · Excellent
Since 1986$73B assets
F&G
A
AM Best · Excellent
Since 1959$73B assets

AM Best financial strength ratings as of November 2026; ratings can change. Founding years include predecessor companies (OneAmerica, Athene). Assets are each operating company’s most recent statutory filing available (year-end 2025, except Athene 3/31/2025 and Penn Mutual year-end 2024; MassMutual is consolidated). Global Atlantic shown for Forethought Life Insurance Company.

Run Your Own Numbers

Free Tools, Real Answers

The same math I use with clients. No sign-up required.

Social Security AnalyzerWhen should I turn it on?Run the analyzer → Roth Conversion AnalyzerHow much should I convert?Run the analyzer → Human Life Value AnalyzerHow much is my family protected?Run the analyzer → Long-Term Care AnalyzerInsure it, or pay for it yourself?Run the analyzer → Actual Net Return CalculatorWhat am I really earning?Open calculator → MYGA CalculatorWhat will guaranteed growth add up to?Open calculator →
The Forte Life Library

Read the Thinking Behind the Plan

Articles, briefs and whitepapers for every stage, from building wealth to turning it into income for life.

Open the Library →
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