Plan For Your Future

Keep Your Retirement
Simple and Predictable



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.

Community Focused

We are family-focused, owned, and operated, which gives us unique insights into your needs. We believe that we’re all in this together so we do what we can to give back to causes and charities that are near and dear to us and our community. We participate in a variety of community events and conduct no-cost educational workshops on financial literacy, retirement basics, Medicare 101, optimizing Social Security, reducing taxes and creating tax-free retirement income streams, and other related topics. Whenever possible, we raise money and awareness for local causes and charities.


Not only do we take all appropriate precautions to safeguard your information, but we offer product solutions that give you equal parts security and peace of mind for all of life’s unexpected events. One of our most important goals is to help you retire with a guaranteed income stream regardless of what you do or don’t receive from Social Security or a job.

Find Your Way to Retirement

Download this free tool to help develop your retirement income strategy. This timeline will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance, you can check out our resources page to learn the basics.


June is Annuity Awareness Month

What does that mean? It means that now is a great time to discuss the many uses of an annuity with your financial advisor.

Two big features that may appeal to consumers are the ability to accumulate tax-deferred cash value (as with fixed and fixed indexed annuities) and the ability to trigger a source of income that cannot be outlived (as with a lifetime income rider).

Annuities come in many different shapes and sizes. You may not even be familiar with the fundamental structure of an annuity. This is where Family Tree comes in…

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About Us

We’re a family-focused, family business, with strong roots in our community & a local branch office. We leave nothing to chance when it comes to your family’s financial security. You’re safe under the canopy of the Family Tree.

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Our Process

  • Discovery
  • Analyze
  • Collaborative Case Design
  • Recommendation
  • Implementation
  • Review
  • + Learn More