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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Even low inflation rates over an extended period of time can impact your finances in retirement.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.