8596 Arlington Expressway
Our proprietary Asset Allocation tool allows us to go beyond a typical Risk Tolerance Questionnaire by getting a deep understanding of your attitudes towards money. We do this by focusing specifically on something we call Money Utility, simply put, what you want your money to do.
At Gold Tree Financial, Money Utility is a major consideration in designing an Asset Allocation Model, and specific strategies aimed at your individual situation will be utilized. After taking account of a client’s individual situation, we help them by: