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8596 Arlington Expressway
Jacksonville, FL 32211

Gold Tree Financial

(904) 725-0556

 
Saving for College 101 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

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

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Saving for College 101

Here’s a crash course on saving for college.

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