The Gold Tree Team
You need a financial team which satisfies three requirements:
- Takes care of clients with integrity - Every planner claims integrity, but we back it up with our mission statement. Taking care of your family as we would our own mandates that we act with integrity in all things.
- Possesses technical skills and abilities to effectively implement financial, tax, & estate planning strategies to your benefit - Once you know you can trust your planning team, you have to know that they know what they're doing. Our staff regularly undergoes continuing education training and cross-trains on other staff members' jobs so there is always someone ready and able to give you the help you need, when you need it.
- Isn't limited to one financial tool, company, or strategy - Insurance salesmen sell insurance. Stock brokers push stocks & bonds. You need a team that has access to a broad spectrum of tools, companies, and products so you know that you're getting comprehensive advice.