Wealth Advisor, CFO, Monolith Financial Group, INC
Meet Camille Butterfield, a trusted Wealth Advisor and CFO at Monolith Financial Group, INC in Sacramento, California. With a deep understanding of the retirement landscape, Camille is dedicated to helping families achieve peace of mind as they transition into retirement. Many spend years working and saving, yet still wonder, “Am I actually going to be okay?” Camille engages in this vital conversation every day, guiding clients with expertise and empathy.
As a certified professional, Camille Butterfield has completed the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, bringing specialized expertise in Social Security and Medicare planning to clients.
Camille’s approach to retirement planning goes beyond mere investments. She employs Monolith’s innovative DREAM Retirement Process, which emphasizes creating a reliable income strategy, minimizing unnecessary risks, optimizing tax efficiency, addressing healthcare needs, and facilitating meaningful legacy planning. This holistic strategy empowers clients to envision and pursue the life they truly desire in retirement.
Known for her calm demeanor and relationship-first methodology, Camille excels at simplifying complex financial topics, allowing clients to move forward with clarity and confidence. She is passionate about ensuring that retirement planning enriches lives, helping families enjoy their next chapter without the burden of financial worries. Trust Camille Butterfield as your guide to a fulfilling and secure retirement experience.
Insurance products are offered through the insurance business Monolith Financial Group. Monolith Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Monolith Financial Group are not subject to Investment Adviser requirements. CA Ins. Lic. #0I69814, #0N14019 Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Monolith Financial Group is not affiliated with the U.S. government or any governmental agency. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation
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