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8596 Arlington Expressway
Jacksonville, FL 32211

Gold Tree Financial

(904) 725-0556

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 It Was the Best of Times, It Was the Worst of Times

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

Inflation - Back to the Future

Inflation - Back to the Future

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

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Comparing Mortgage Terms

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

What Is My Current Net Worth?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Rightsizing for Retirement

What does your home really cost?

16 Wall Street Cliches in 60 Seconds

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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