Decision Tree Financial is a financial planning firm with unique perspectives in several areas of commonly misunderstood principles.

•   Comprehensive Planning
•   Money Management
•  Social Security Optimization
                                                                             
To Find Out More

Click Here, or call (321)206-1140,

or toll free 1(866)801-5377
 

Decision Tree Financial is an independent, financial planning firm.  We solely represent the needs of our clients and do not work toward the agenda of any parent company.

 

We are independent but we have Large Partners

•  Broker/Dealer, Woodbury Financial, a subsidiary of The Hartford.

•  Investment Clearing House, Pershing - The Bank of New York Mellon.

•  Our insurance company partners are highly rated by Standard & Poor’s, Moody’s, and the Comdex.

 
 

Save travel time: Learn about our Virtual Meetings over the internet!

 

 

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.

 
Calculators

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.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

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

More Calculators →

Newsletters

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

More Newsletters →