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Gold Tree Financial

President

(904) 725-0556
[email protected]

Our experience is that most financial advisory offerings include integrity, relationship, and quality account administrative services, but those things alone are not enough. Honesty and best intentions alone won’t serve your family’s best interest if an advisor doesn't also have the training, experience, and expertise in areas of your financial world other than investment and insurance products.

An undisclosed provision in an annuity contract, a little-known provision of the IRS Code relating to IRA's, an unrecognized consequence of frequently-structured account titling, can each cost you and your family substantially. Working with a financial advisor who is trained to recognize these problems will turn on the lights in these areas. Knowing the potential pitfalls and the options for avoiding them is valuable to you and your family; knowing what is controllable and how to control it is crucial to your financial best interest.

We can help you shine a light on potential problems before they become your problem.