Broker Check

Surprise! You’ve Got Money! RE: Retirement 18 Years’ Worth of Days Bridging the Confidence Gap Moving America Forward


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

A message from the President:

Other than the About section, this website isn’t about us; it is about you. When exploring a new arena, sometimes you don’t know exactly what you’re looking for. You may know what it feels like, or even how not having it feels, but still be unable to put it into words. As it relates to planning your finances, this website was designed to solve that problem for you.

As you move through, our site will help you define what you are seeking, and how to know when you’ve found it. You won’t find any “sales pitches” or well-intentioned, but vague, lofty-sounding concepts. They sound good, but they don’t mean anything, and they don’t differentiate the people who put them there.

You will find our site informative. It isn’t designed to sell you on using our services; we don’t know yet if we would be a fit. Instead, it is designed to help you learn what financial planning might do for you, and how to differentiate between offerings in the financial services marketplace as they relate to you, your family, and your heirs. It is also intended to help you understand the difference between “financial planning” and “financial product marketing.” Both provide value, but one more so than the other.

If we have left any of your questions unanswered, please feel free to call me, personally, and I will see if I can fill in some blanks.


Andrew J. Whitaker
Gold Tree Financial, Inc.
904 725-0556

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