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" (Located on the top of this page) 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 (321)206-1140,

 
 

 

 

 

 
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

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →