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

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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