Gain Direction in the Face of
Today’s Financial Uncertainties
Has a hefty chunk of your financial nest egg disappeared in today’s turbulent times? Are you missing an investment strategy that keeps you on track in today’s volatile markets? Are you concerned about your financial future?
Gold Tree Financial offers a different way to manage risk and help improve your long-term investment performance.
- Our focus on financial planning ensures that we “plan to succeed” with you to help you reach your retirement and lifestyle goals.
- Our selection of institutional quality professional money managers is designed to help manage investment risk. Today, protecting your assets from the volatility of the financial markets is more important than ever.
- Our six-step planning process produces a personal, custom plan to help you gain and keep greater control over your future.
Simply, you gain the advantage of having an independent financial planner who understands your needs for your benefit.
Your portfolio probably cannot afford another 10 years like the recent decade. You may be searching for professional manager who will actively manage your investments and seek a better than market return. You may be looking for an objective, unbiased financial planner to minimize your risks and at the same time provide growth.
Family Financial Management Services
Control the Controllable
It is difficult when things beyond your control cause undesired consequences. Market prices drop, and interest rate increases erode the value in your bond portfolio, an unforeseen event results in unexpected costs. However, it is worse when well-intentioned professionals focused on the things that generate compensation overlook simple things that could have been easily organized for known results to your benefit.
The lion's share of all the input provided by the financial industry to the professionals in the industry is related to marketing, sales ideas, overcoming objections, closing the sale, and other activities designed to help effect the sale of financial products.
At Gold Tree Financial, you will receive concepts, ideas, and strategies to help you implement a plan that's right for you and your family.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
It sounds simple, but paying yourself first can really pay off.
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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Six overlooked tax deductions to help manage your tax bill.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
In the world of finance, the effects of the "confidence gap" can be especially apparent.