Decision Tree Financial, PLLC

Decision Tree Financial is an Independent Financial Planning Firm. Our clients include Professionals, Business Owners, Charitable Organizations and Retirees. As outlined on the ‘Financial Process Page’ our planners assist clients by developing and implementing strategies that help create and protect wealth.

Our Mission

The mission of Decision Tree Financial is to provide empathetic and sound financial guidance to our clients so that they can make informed decisions and help achieve their financial goals in the most efficient and most probable way possible.

From general assistance, such as recommending the appropriate investment mix for someone’s portfolio, to more complex issues, such as protecting wealth in an estate tax efficient way for the next generation, or from creditors, divorce, or unforeseen events, our company is here to assist you.

The definition of a ‘decision tree’ is: A tool or process that business people use to help them understand the possible outcomes of the choices that they make.  A set of planning questions might be:

"What are we trying to accomplish?'                   "How much will we make?"
"What are my chances of success?"                   "What are the possibilities of failure?"
"What are my alternatives?"

Decision tree analysis is a way of putting numbers and feelings behind scenarios. It allows the user to "step back" and review their situation. When a situation is reviewed, other possibilities and directions may be uncovered which are more appealing and have a higher probability of success.

Most people do not understand the choices they have when they make decisions regarding their own finances. Mistakes can be made because people "don't know what they don't know." When discovered and addressed, it is these unknowns and their solutions that have the potential to make a tremendous difference in the ability to accomplish financial goals.

Decision Tree Financial is a comprehensive financial planning firm that was founded in order to help make "the unknown known" for people. We are committed to the belief that informed individuals make better choices for themselves and for their loved ones.

Having this solid understanding of where you are, where you are going and what you can accomplish will allow you to enjoy yourself in the present…Which is really what life is all about!

Our Areas of Involvement

All of the financial planning areas listed below are intertwined. How someone handles one aspect of their life influences the possibilities inside another. We work with our clients to find out what is important to them and then find the right balance so they can enjoy their lives today and have stability in the future.

·         Fee Based Financial Planning,

·         Investment Planning,

·         Insurance Planning (Life, Disability, Long-Term Care, Health, Home and Auto),

·         Tax Planning,

·         Cash Flow Management,                                                 

·         Retirement Income Planning,

·         Medically Underwritten Immediate Annuities,

·         Business Succession Planning,                                     

·         Estate Planning, 

·         Business Group Benefit Planning,

·         Charitable Giving Strategies,

·         And other.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Adviser Decision Tree Financial and Woodbury Financial Services, Inc. are not affiliated entities.