Wealth Management does not have to be complicated although it’s a complicated subject. We take what’s complicated in scope and make it easy to understand, and simple to implement.
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Our Specialties
Make the most of retirement. Our services include Pension Planning & Advising, Maximizing Retirement Income, Estimating Retirement Needs, Rapid Retire, and more.
When it comes to life insurance, annuities, or long term care, where do we even begin? Every product has a purpose, but the first thing we must do is decide whether or not you actually need them.
Our 401(k) other defined benefit plan services are very unique in nature. When it comes to investing your plan, there are endless options. Let us help you choose the assets that best fit the path you’re looking to walk.
Our pension planning services involve going through a complete financial planning process to insure you have the proper plan in place before choosing an option.
WHY HIRE US?
Industry Experience
At BrightTree, we have over 50 years of combined experience in the areas of financial planning, taxes, investing, and college planning and advising!
Brilliant Team
Our staff is extremely talented and provide the best solutions and services!
Creative & Professional
Creativity is one that traits that is lacking in our industry. BrightTree does not offer one-size-fits-all strategies but instead we listen to our clients, put ourselves in their shoes, and create plans that are best for them.
Complex Solutions
Sometimes financial challenges can be extremely difficult. We have the ability to solve them with your trust, effort, and commitment to achieving a positive outcome.
100% Result Guarantee
Our services are guaranteed in writing!
