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

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

More Newsletters →