Decision Tree Financial - Tools and Resources to Help Make Your Financial, Investment and Life Decisions Easier.

"Your Future, Your Legacy, Your Decision"

 
 
There are many places you can go for financial information and investment advice. Making the right decision about what to do with your money can mean the difference between success and failure.
 

happy financial planning clientsWe understand that with different personal histories and philosophies no two people are the same. 

Because of these differences we let our clients define the kind of relationship they want to have with us from implementing full financial planning strategies to rendering an opinion on a specific investment or financial protection from a specific threat like an injury.

Meeting with a Financial Advisor located at Decision Tree Financial is easy to do.  In the greater Orlando area our office is easy to find, or to save travel time we can meet in our virtual meeting space using Skype with clients anywhere in the world who reside where we are securities registered and insurance licensed.  Picture of Internet Meeting

It is essential that when making weighty decisions that people understand their choices when making those decisions.

As a firm, our goal is to pass our vision along to all of our clients:

Decision Tree Financial’s Vision Statement:

A World Where the Decisions People Make Today Allows Them To Live A More Prosperous Life Than They Could Have Ever Imagined Tomorrow.

The Decision Tree Financial Website "Learning Center"  is loaded with free tools and content specifically designed to help you determine what options will help you be more successful.

Visit our "About Us" Tab above to learn about our company its people.

In our "Market Watch" area, there are free tools that will help you research investments and track how your portfolio is performing. Register for a a free account to track your investments and use our tools as often as you like.

There is a lot of information in this website so look around and feel free to contact us by phone or the contact us form in this website.  Let us help you create a new vision for your future.

 

To Find Out More

Click Here, or call (407)325-9322,

 
 

 

 

 

 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

More Newsletters →