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Decision Tree Financial, PLLC
Your Future, Your Legacy, Your Decision Decision Tree Financial is an Independent Financial Planning Company. Our clients include Professionals, Business Owners, Charitable Organizations and Retirees. We assist our clients with developing and implementing strategies that help them to protect and grow their wealth. Our broad financial knowledge enables us to assist our clients in a variety of ways. From general assistance, such as recommending the appropriate investment strategy for ones portfolio, to more complex strategies, such as positioning wealth for the next generation in order to achieve protection from estate taxes, creditors and divorce, our company is here to assist you. Our Mission To provide empathetic and sound financial guidance to our clients so that they can make informed decisions and achieve their financial goals in the most efficient way possible. Our Philosophy A decision tree is a tool that business people use to help them understand the possible outcomes of the choices that they make. "What are we trying to accomplish?' The decision tree tool 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 make when it comes to their own finances. They "don't know what they don't know". It is these unknowns when discovered and addressed that have the potential to make tremendous differences in the ability to accomplish financial goals. Decision Tree Financial is a comprehensive financial planning company 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 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 which is really what life is all about! Our Area's of Involvement All areas below are interlinked. How one 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. These areas include:
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.
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