Broker Check

8596 Arlington Expressway
Jacksonville, FL 32211

Gold Tree Financial

(904) 725-0556

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

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.

Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow