Jack V. Butterfield Investment Company

Jack V. Butterfield Investment Company Jack V. Butterfield is a local, full service investment firm that has been rooted in Jackson community since 1937, spanning four generations. At Jack V.

Butterfield Investment Company, we've been providing trustworthy investment services to individuals throughout the country since 1937. Our experience in wealth management can be utilized to create and implement a successful financial plan for individuals and businesses alike.

February is Insure Your Love Month — a reminder that protecting the people who matter most is one of the strongest finan...
02/10/2026

February is Insure Your Love Month — a reminder that protecting the people who matter most is one of the strongest financial decisions you can make. At Jack V. Butterfield Investment Company, we help families and businesses in Jackson and beyond build long‑term financial security, and life insurance is a key part of that foundation.

💙 Provides essential financial protection for your loved ones
💙 Delivers generally tax‑free benefits to your beneficiaries
💙 Offers potential living benefits, such as cash value that can support medical needs or education expenses
💙 Allows customization through riders like return of premium or long‑term care
💙 Helps you leave a meaningful legacy while supporting your family’s broader financial plan

If it’s been a while since you reviewed your coverage, now is an ideal time. Contact us to explore life insurance options or ensure your current policy still aligns with your family’s goals.

As February 8th approaches, we’re gearing up for one of the biggest nights in sports—an event that also leaves a meaning...
02/07/2026

As February 8th approaches, we’re gearing up for one of the biggest nights in sports—an event that also leaves a meaningful footprint on the U.S. economy. Ahead of the big game, we’re highlighting the financial trends and spending patterns that shaped last year’s 2025 event.

From consumer spending and advertising impact to hospitality and travel numbers, these insights show why this annual matchup is not only a cultural moment, but an economic one as well.

Swipe through to explore the key stats driving the most-watched event in the country.

Enjoy the game—whether you’re cheering on your team, tuning in for the commercials, or simply here for the snacks!

February is Financial Aid Awareness Month—a timely reminder of how challenging it can be to repay student loans while st...
02/05/2026

February is Financial Aid Awareness Month—a timely reminder of how challenging it can be to repay student loans while still planning for long‑term goals like retirement. The good news? With the right strategy, it *is* possible to make progress on both.

As a full‑service investment firm here in Jackson, we help individuals and families navigate decisions around retirement planning, college savings, and overall wealth management. If you’d like to review your numbers and explore the most effective next steps for your situation, give us a call. We’re here to help you move forward with confidence.

Preparing for a life insurance medical exam doesn’t have to be stressful. With a little preparation, you can approach yo...
02/02/2026

Preparing for a life insurance medical exam doesn’t have to be stressful. With a little preparation, you can approach your appointment with confidence and clarity.

We’ve put together a few practical steps we often recommend to individuals and families as they move through the underwriting process. Swipe to review simple tips that can make your exam feel more manageable.

If you’re unsure which exam requirements apply to your situation—or whether a no‑exam policy might be an option—our team at Jack V. Butterfield Investment Company is here to help. Call our Jackson office at (517) 787‑2430 to discuss the next steps.

As we observe National College Financial Prep Week, it's the perfect opportunity to assess your college savings strategy...
01/27/2026

As we observe National College Financial Prep Week, it's the perfect opportunity to assess your college savings strategy. Here are some critical options to consider:

- **529 Plans** offer tax-advantaged growth and can be utilized for qualified education expenses, including tuition and some K-12 costs. Recent updates under the SECURE 2.0 Act now allow rolling unused 529 funds into a Roth IRA, though there are important limitations to note.
- **Consider Alternatives**: If a 529 Plan doesn't align with your goals, explore options like Coverdell ESAs or custodial accounts (UGMAs/UTMAs).
- **Start Early**: Initiating savings early—even with modest contributions—harnesses compound growth, significantly impacting your college savings plan.

We are here as a resource. Please reach out to discuss the best options tailored to your specific goals and timeline.

National College Financial Prep Week is an essential reminder for both students and parents to submit the Free Applicati...
01/22/2026

National College Financial Prep Week is an essential reminder for both students and parents to submit the Free Application for Federal Student Aid (FAFSA). Here's why it's crucial:

✅ The FAFSA serves as the gateway to federal grants, work-study opportunities, and student loans.
✅ It helps determine eligibility for various scholarships, not just based on need, but also for merit scholarships.
✅ Submitting early can maximize your chances of securing the best aid package for the 2026-2027 academic year.

Understanding how student loans and financial aid integrate into your family's broader financial plan can be complex. Our team at Jack V. Butterfield Investment Company is here to guide you through these decisions as part of your long-term wealth management strategy. Call us at (517) 787-2430 to discuss your options.

This Martin Luther King Jr. Day, we reflect on the enduring legacy of a true visionary whose commitment to equality and ...
01/19/2026

This Martin Luther King Jr. Day, we reflect on the enduring legacy of a true visionary whose commitment to equality and justice continues to inspire us all. Here are some insightful works that celebrate Dr. King's life and mission:

🔹 "My Life with Martin Luther King, Jr." by Coretta Scott King
🔹 "King: A Life" by Jonathan Eig
🔹 "The Autobiography of Martin Luther King, Jr." edited by Clayborne Carson

Our office will be closed on January 19th in observance of the holiday. We will resume regular business hours on January 20th. Visit thekingcenter.org to explore ways to honor Dr. King today and every day.

With recent shifts in tax laws and the importance of retirement planning top of mind, we're offering insights into Roth ...
01/13/2026

With recent shifts in tax laws and the importance of retirement planning top of mind, we're offering insights into Roth conversions. Swipe through to understand how these can enhance your financial strategy.

Interested in incorporating Roth IRAs and conversions into your plan? We're here to assist. Reach out to us at (517) 787-2430 or visit our website: https://jvbco.com/

Planning for retirement? Social Security benefits are a key component to consider. You might already be taking steps to ...
01/08/2026

Planning for retirement? Social Security benefits are a key component to consider. You might already be taking steps to increase your future benefits without realizing it. Here are some essential strategies to help maximize your Social Security benefits:

✅ Work a full 35 years – Social Security benefits are calculated based on your highest 35 years of earnings. If you're shy of this number, working longer could enhance your benefit.

✅ Explore additional earning opportunities – Increases in your income through raises, promotions, or side endeavors contribute to a higher future benefit.

✅ Review your earnings record – Ensure your earnings history is accurate in your My Social Security account to avoid reducing your future payments.

✅ Wait for full retirement age – Starting benefits early can permanently decrease your monthly amount. Patience until full retirement can pay dividends.

✅ Delay benefits if possible – Each year you delay past your full retirement age boosts your benefit. Assess your health and financial needs to decide if waiting is worthwhile.

These strategies vary in impact, so discussing your approach with a financial advisor is crucial. At Jack V. Butterfield Investment Company, we can develop a comprehensive wealth management plan tailored to your present and future needs. Contact us today at (517) 787-2430 to discuss.

January is Financial Wellness Month, a perfect time to check your financial fitness. We recommend focusing on two founda...
01/05/2026

January is Financial Wellness Month, a perfect time to check your financial fitness. We recommend focusing on two foundational areas: savings and debt management. Are you confident in these basics? Test your knowledge with our interactive quiz.

If you have questions about your savings, managing debt, or investment strategies, feel free to reach out. Our team at Jack V. Butterfield Investment Company is here to support your financial goals.

Visit our website for more details: https://jvbco.com/

As we approach 2026, it's the perfect time to revisit and recalibrate your financial goals. Starting the year with a cle...
01/02/2026

As we approach 2026, it's the perfect time to revisit and recalibrate your financial goals. Starting the year with a clear, strategic plan can set the tone for sustained financial health and growth.

If you're in Jackson, MI, or anywhere nearby, we're here to provide personalized wealth management guidance. Schedule a portfolio review with our advisors to ensure your investments align with your 2026 goals. Give us a call at (517) 787-2430 or visit our website for more details: https://jvbco.com

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12/30/2025

As strategies. One effective method is the year wraps up the , it's50/ an30/ ideal time to20 budget reassess rule. your financial Are you strategies. Ever familiar heard with of the how it 50 works? Test your/30 knowledge with/20 our short budget rule quiz!

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Contact us to start planning today. We're here to guide you every step of the way.

Address

100 S Jackson Street Ste 100
Jackson, MI
49201

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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