What should you look for in your financial team?
- 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 - Once you know you can trust your planning team, you have to know that they know what they're doing. In addition to regular continuing education, our staff constantly cross-trains on other staff members' jobs to ensure that there is always someone who can help you quickly.
- 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.
Administrative Assistant / Event Coordinator
Robin is a native New Yorker, born and raised in Brooklyn. She has lived in Florida for almost 18 years and worked for the State of Florida as a sales tax collector for 8 1/2 years before joining the Gold Tree Family in 2014. Robin is...