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Gold Tree Financial

(904) 725-0556

Other than here in the About section, this website isn’t about us; it's about you. When exploring a new arena, sometimes you don’t know exactly what you’re looking for. As it relates to planning your finances, this website was designed to solve that problem for you. As you move through, we'll help you define what you're looking for and how to know when you've found it. You won’t find any sales pitches or well-intentioned, but vague, lofty-sounding concepts that might sound good, but don’t mean anything..

You will find our site informative. It isn’t set up to sell you on using our services. Instead, it is designed to help you learn what professional financial planning might do for you, your family, and your heirs. It will also help you understand the difference between “financial planning” and “financial product marketing.” Both provide value, but one more so than the other.

Please feel free to call anytime, and we'll get back to you as soon as possible.


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