At Family Tree Financial Group, we treat every client with the same care and compassion we would give a treasured family member. When we recommend a product or strategy, it’s the same unbiased recommendation we would make to our own family members in the same situation. It is our feeling that Financial Planning is not a DIY project. We know your financial security should not be left to chance. It’s your livelihood, and we take it seriously.

By working with a firm like ours – one that keeps your best interests at heart and takes a holistic approach to planning – your retirement will be secure, whether you have an employer-sponsored benefits plan (including 401(k)) or not.

There’s peace in knowing that you’re working with a team that has roughly 150 years of combined financial experience. We are educators first and problem solvers second. We make sure you understand all critical aspects of the products, strategies, and designs we recommend as well as why we recommend them, and how each piece interacts with one another.

We understand that retirement comes only once in your life and it’s critical to get it right! Fewer and fewer employers offer 401(k) plans and even fewer offer pensions, putting the burden of retirement planning in your hands. But you don’t have to try to figure it out alone! Your very own financial planning firm is at your disposal to educate and assist you every step of the way.